Stegent Equity Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 5,419 shares of SPSM stock, worth $262,767. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,419
Previous 5,419
-0.0%
Holding current value
$262,767
Previous $225,000
9.33%
% of portfolio
0.32%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
868Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$871 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio