Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 43,394 shares of SPSM stock, worth $1.95 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
43,394
Previous 43,394
-0.0%
Holding current value
$1.95 Million
Previous $1.87 Million
3.48%
% of portfolio
0.79%
Previous 0.83%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
846Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio