Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 27,005 shares of SPSM stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,005
Previous 27,093
0.32%
Holding current value
$1.2 Million
Previous $1.13 Million
9.16%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$980 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$800 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$652 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$247 Million0.04% of portfolio