Coastwise Capital Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
Coastwise Capital Group, LLC
- $121 Million
- Q3 2024
A detailed history of Coastwise Capital Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 19,695 shares of SPSM stock, worth $927,043. This represents 0.74% of its overall portfolio holdings.
Number of Shares
19,695
Previous 7,711
155.41%
Holding current value
$927,043
Previous $320,000
180.0%
% of portfolio
0.74%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio