Exencial Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 10,699 shares of SPSM stock, worth $489,158. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,699
Previous 10,642
0.54%
Holding current value
$489,158
Previous $484,000
0.83%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
938Shares Held
210MCall 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, SC21MShares$961 Million0.4% of portfolio
-
Betterment LLC New York, NY15.5MShares$707 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$281 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$253 Million0.05% of portfolio