Cascade Financial Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,814 shares of SPSM stock, worth $256,339. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,814
Previous 5,809
0.09%
Holding current value
$256,339
Previous $261 Million
0.09%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$244 Million0.05% of portfolio