Warren Street Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Warren Street Wealth Advisors, LLC
- $197 Million
- Q2 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 109,697 shares of SPSM stock, worth $4.97 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
109,697
Previous 106,138
3.35%
Holding current value
$4.97 Million
Previous $4.57 Million
0.28%
% of portfolio
2.31%
Previous 2.3%
Shares
10 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