Charter Research & Investment Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Charter Research & Investment Group, Inc.
- $127 Million
- Q2 2024
A detailed history of Charter Research & Investment Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Charter Research & Investment Group, Inc. holds 5,160 shares of SPSM stock, worth $250,208. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,160
Previous 5,160
-0.0%
Holding current value
$250,208
Previous $222,000
3.6%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
868Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$871 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio