Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 541,691 shares of SPSM stock, worth $22.3 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
541,691
Previous 757,692
28.51%
Holding current value
$22.3 Million
Previous $34 Million
35.13%
% of portfolio
0.09%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio