Davies Financial Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 24,120 shares of SPSM stock, worth $1.11 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
24,120
Previous 14,212
69.72%
Holding current value
$1.11 Million
Previous $647 Million
67.52%
% of portfolio
0.92%
Previous 0.56%
Shares
2 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$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$898 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$713 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$283 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$257 Million0.05% of portfolio