Silver Oak Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 70,240 shares of SPSM stock, worth $3.2 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
70,240
Previous 74,867
6.18%
Holding current value
$3.2 Million
Previous $3.11 Billion
2.81%
% of portfolio
0.72%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$887 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$704 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$254 Million0.05% of portfolio