Wambolt & Associates, LLC Spdr Portfolio S&P 600 Small C Transaction History
Wambolt & Associates, LLC
- $366 Million
- Q3 2024
A detailed history of Wambolt & Associates, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wambolt & Associates, LLC holds 15,166 shares of SPSM stock, worth $737,219. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,166
Previous 11,789
28.65%
Holding current value
$737,219
Previous $489,000
41.1%
% of portfolio
0.19%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
891Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio