Tpg Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Tpg Financial Advisors, LLC
- $230 Million
- Q4 2024
A detailed history of Tpg Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 202,597 shares of SPSM stock, worth $9.48 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
202,597
Previous 93,533
116.6%
Holding current value
$9.48 Million
Previous $4.26 Million
113.82%
% of portfolio
3.96%
Previous 1.92%
Shares
28 transactions
Others Institutions Holding SPSM
# of Institutions
894Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.04 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$912 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$724 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$288 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$262 Million0.05% of portfolio