Brio Consultants, LLC Spdr Portfolio S&P 600 Small C Transaction History
Brio Consultants, LLC
- $624 Million
- Q3 2024
A detailed history of Brio Consultants, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Brio Consultants, LLC holds 13,023 shares of SPSM stock, worth $633,048. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,023
Previous 13,215
1.45%
Holding current value
$633,048
Previous $548,000
8.03%
% of portfolio
0.09%
Previous 0.09%
Shares
24 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio