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 $285,824. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,040
Previous 7,010
0.43%
Holding current value
$285,824
Previous $302 Million
3.09%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio