Coastal Investment Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Coastal Investment Advisors, Inc.
- $504 Million
- Q2 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 22,404 shares of SPSM stock, worth $1.02 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
22,404
Previous 24,352
8.0%
Holding current value
$1.02 Million
Previous $1.05 Million
11.26%
% of portfolio
0.18%
Previous 0.22%
Shares
9 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$998 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$815 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$664 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$251 Million0.04% of portfolio