Penobscot Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Penobscot Wealth Management
- $185 Million
- Q3 2024
A detailed history of Penobscot Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Penobscot Wealth Management holds 28,854 shares of SPSM stock, worth $1.4 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
28,854
Previous 30,915
6.67%
Holding current value
$1.4 Million
Previous $1.27 Million
3.39%
% of portfolio
0.71%
Previous 0.76%
Shares
14 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