Strategic Financial Concepts, LLC Spdr Portfolio S&P 600 Small C Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 86,957 shares of SPSM stock, worth $3.96 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
86,957
Previous 3,766,958
97.69%
Holding current value
$3.96 Million
Previous $1.81 Billion
118.76%
% of portfolio
1.26%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$888 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$705 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$255 Million0.05% of portfolio