Vest Gen Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 76,632 shares of SPSM stock, worth $3.27 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
76,632Holding current value
$3.27 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$962 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$957 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$688 Million1.56% of portfolio
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Valmark Advisers, Inc.5.85MShares$249 Million3.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$241 Million0.04% of portfolio