Richard W. Paul & Associates, LLC Spdr Portfolio S&P 600 Small C Transaction History
Richard W. Paul & Associates, LLC
- $278 Billion
- Q3 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 9,058 shares of SPSM stock, worth $407,881. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,058
Previous 9,321
2.82%
Holding current value
$407,881
Previous $387 Million
6.49%
% of portfolio
0.15%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
891Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$878 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$697 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$277 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$252 Million0.05% of portfolio