Oxford Financial Group LTD Spdr Portfolio S&P 600 Small C Transaction History
Oxford Financial Group LTD
- $1.51 Billion
- Q2 2024
A detailed history of Oxford Financial Group LTD transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Oxford Financial Group LTD holds 9,542 shares of SPSM stock, worth $462,691. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,542
Previous 9,388
1.64%
Holding current value
$462,691
Previous $404,000
1.98%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
868Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$871 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio