Warren Averett Asset Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 105,970 shares of SPSM stock, worth $4.77 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
105,970
Previous 119,078
11.01%
Holding current value
$4.77 Million
Previous $5.13 Million
14.15%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
845Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio