Cascade Financial Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Cascade Financial Partners, LLC
- $793 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
202MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$992 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$257 Million3.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$248 Million0.04% of portfolio