Silver Oak Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 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 70,442 shares of SPSM stock, worth $2.96 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
70,442
Previous 70,240
0.29%
Holding current value
$2.96 Million
Previous $3.2 Billion
1.01%
% of portfolio
0.68%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$931 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$885 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$680 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$274 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$233 Million0.05% of portfolio