Copia Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Copia Wealth Management holds 605 shares of SPSM stock, worth $25,464. This represents 0.03% of its overall portfolio holdings.
Number of Shares
605Holding current value
$25,464% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$931 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$885 Million0.4% of portfolio
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Betterment LLC New York, NY16.2MShares$680 Million1.75% of portfolio
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Bank Of America Corp Charlotte, NC6.51MShares$274 Million0.03% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$233 Million0.05% of portfolio