Optimist Retirement Group LLC Spdr Portfolio S&P 600 Small C Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Optimist Retirement Group LLC holds 5,538 shares of SPSM stock, worth $233,094. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,538
Previous 6,138
9.78%
Holding current value
$233,094
Previous $279 Million
10.95%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$931 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$885 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$680 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$274 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$233 Million0.05% of portfolio