Spectrum Planning & Advisory Services Inc. Spdr Portfolio S&P 600 Small C Transaction History
Spectrum Planning & Advisory Services Inc.
- $101 Million
- Q3 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 5,988 shares of SPSM stock, worth $289,340. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,988
Previous 5,390
11.09%
Holding current value
$289,340
Previous $223,000
21.97%
% of portfolio
0.27%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
869Shares Held
194MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.06 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$942 Million0.41% of portfolio
-
Betterment LLC New York, NY14.6MShares$708 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$312 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$268 Million0.04% of portfolio