Moneywise, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Moneywise, Inc.
- $193 Million
- Q3 2024
A detailed history of Moneywise, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Moneywise, Inc. holds 11,919 shares of SPSM stock, worth $561,027. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,919
Previous 11,891
0.24%
Holding current value
$561,027
Previous $493,000
9.94%
% of portfolio
0.28%
Previous 0.27%
Shares
19 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