Bull Oak Capital, LLC Spdr Portfolio S&P 600 Small C Transaction History
Bull Oak Capital, LLC
- $173 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$975 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$927 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$713 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$287 Million0.03% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$244 Million0.05% of portfolio