Waller Financial Planning Group, Inc Spdr Portfolio S&P 600 Small C Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 812,187 shares of SPSM stock, worth $36.8 Million. This represents 9.06% of its overall portfolio holdings.
Number of Shares
812,187
Previous 801,325
1.36%
Holding current value
$36.8 Million
Previous $34.5 Million
2.2%
% of portfolio
9.06%
Previous 9.19%
Shares
23 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$998 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$815 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$664 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$293 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$251 Million0.04% of portfolio