Cfs Investment Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 14,389 shares of SPSM stock, worth $653,116. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,389
Previous 16,628
13.47%
Holding current value
$653,116
Previous $716,000
16.48%
% of portfolio
0.05%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$816 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$665 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$293 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$252 Million0.04% of portfolio