Kathleen S. Wright Associates Inc. Spdr Portfolio S&P 600 Small C Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 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 $70,501. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,566Holding current value
$70,501% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
845Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio