Liquid Strategies, LLC Spdr Portfolio S&P 600 Small C Transaction History
Liquid Strategies, LLC
- $380 Million
- Q2 2024
A detailed history of Liquid Strategies, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Liquid Strategies, LLC holds 170,965 shares of SPSM stock, worth $7.76 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
170,965
Previous 188,201
9.16%
Holding current value
$7.76 Million
Previous $8.1 Million
12.35%
% of portfolio
1.87%
Previous 2.1%
Shares
2 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$1 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$816 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$665 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$293 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$252 Million0.04% of portfolio