Coordinated Financial Services, Inc./Co Spdr Portfolio S&P 600 Small C Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 7,040 shares of SPSM stock, worth $342,214. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,040
Previous 7,010
0.43%
Holding current value
$342,214
Previous $302 Million
3.09%
% of portfolio
0.25%
Previous 0.26%
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$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio