Vestia Personal Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,606 shares of SPSM stock, worth $320,324. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,606
Previous 6,823
3.18%
Holding current value
$320,324
Previous $283 Million
6.1%
% of portfolio
0.28%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
865Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$871 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio