Bcs Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Bcs Wealth Management
- $402 Million
- Q4 2024
A detailed history of Bcs Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bcs Wealth Management holds 11,725 shares of SPSM stock, worth $535,832. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,725
Previous 10,895
7.62%
Holding current value
$535,832
Previous $496,000
6.25%
% of portfolio
0.13%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
962Shares Held
215MCall Options Held
94.4KPut Options Held
11.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$1.01 Billion2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$961 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$739 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$298 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$253 Million0.05% of portfolio