Lloyd Advisory Services, Llc. Spdr Portfolio S&P 600 Small C Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
Shares
9 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$1.09 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$957 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$760 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$302 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$275 Million0.05% of portfolio