Lifeworks Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 17,622 shares of SPSM stock, worth $829,467. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,622
Previous 7,892
123.29%
Holding current value
$829,467
Previous $327,000
144.95%
% of portfolio
0.16%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio