Fusion Family Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fusion Family Wealth LLC holds 7,806 shares of SPSM stock, worth $341,512. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,806
Previous 7,806
-0.0%
Holding current value
$341,512
Previous $335,000
3.28%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$963 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$786 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$641 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$282 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$243 Million0.04% of portfolio