Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.39 Billion
- Q1 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,665,635 shares of SPSM stock, worth $69.2 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
1,665,635
Previous 3,367,603
50.54%
Holding current value
$69.2 Million
Previous $142 Million
49.53%
% of portfolio
1.63%
Previous 3.53%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
802Shares Held
185MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$896 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$722 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$546 Million1.52% of portfolio
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Bank Of America Corp Charlotte, NC6.93MShares$288 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.14MShares$255 Million0.07% of portfolio