Kathleen S. Wright Associates Inc. Spdr Portfolio S&P 600 Small C Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,566 shares of SPSM stock, worth $76,123. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,566
Previous 1,566
-0.0%
Holding current value
$76,123
Previous $65,000
9.23%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
891Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio