Worth Financial Advisory Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 17,882 shares of SPSM stock, worth $788,417. This represents 0.49% of its overall portfolio holdings.
Number of Shares
17,882
Previous 21,656
17.43%
Holding current value
$788,417
Previous $986 Million
18.5%
% of portfolio
0.49%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$975 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$927 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$713 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$287 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$244 Million0.05% of portfolio