Clarus Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Clarus Wealth Advisors
- $182 Million
- Q2 2024
A detailed history of Clarus Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Clarus Wealth Advisors holds 47,516 shares of SPSM stock, worth $2.12 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
47,516
Previous 45,576
4.26%
Holding current value
$2.12 Million
Previous $1.96 Million
0.61%
% of portfolio
1.09%
Previous 1.1%
Shares
14 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$984 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$803 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$655 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$248 Million0.04% of portfolio