Fragasso Group Inc. Spdr Portfolio S&P 600 Small C Transaction History

Fragasso Group Inc.

$1.24 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 14, 2018	SELL	N/A	-9,921 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	6,614 Added 200.0%	9,921 $299,000
Q3 2017 Nov 13, 2017	BUY	N/A	3,307	3,307 $289,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.04 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$914 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$725 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$288 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$262 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fragasso Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fragasso Group Inc. with notifications on news.