Triad Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Call Options Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

875

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.06 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$934 Million
0.41% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$702 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$309 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$268 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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