Strategic Financial Planning, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Strategic Financial Planning, Inc.
- $139 Million
- Q2 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 102,712 shares of SPSM stock, worth $4.59 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
102,712
Previous 102,788
0.07%
Holding current value
$4.59 Million
Previous $4.42 Million
3.57%
% of portfolio
3.08%
Previous 3.31%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$984 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$803 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$655 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$248 Million0.04% of portfolio