West Branch Capital LLC Spdr Portfolio S&P 600 Small C Transaction History
West Branch Capital LLC
- $274 Million
- Q3 2024
A detailed history of West Branch Capital LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, West Branch Capital LLC holds 2,341 shares of SPSM stock, worth $113,796. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,341
Previous 2,341
-0.0%
Holding current value
$113,796
Previous $97,000
9.28%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall 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