Cypress Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 2024
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cypress Financial Planning LLC holds 4,567 shares of SPSM stock, worth $205,012. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,567Holding current value
$205,012% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$997 Million2.07% of portfolio
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Lpl Financial LLC Fort Mill, SC19.5MShares$875 Million0.41% of portfolio
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Betterment LLC New York, NY15.5MShares$694 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$276 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$251 Million0.05% of portfolio