Steward Partners Investment Advisory, LLC Spdr Portfolio S&P 600 Small C Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 17,943 shares of SPSM stock, worth $867,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,943
Previous 18,708
4.09%
Holding current value
$867,005
Previous $805,000
7.45%
% of portfolio
0.01%
Previous 0.01%
Shares
21 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