Private Advisory Group LLC Spdr Portfolio S&P 600 Small C Transaction History
Private Advisory Group LLC
- $866 Million
- Q4 2024
A detailed history of Private Advisory Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Private Advisory Group LLC holds 11,084 shares of SPSM stock, worth $507,425. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,084
Previous 10,689
3.7%
Holding current value
$507,425
Previous $486,000
2.26%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$1.01 Billion2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$963 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$740 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$298 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$254 Million0.05% of portfolio