Davies Financial Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 24,120 shares of SPSM stock, worth $1.01 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
24,120
Previous 14,212
69.72%
Holding current value
$1.01 Million
Previous $647 Million
67.52%
% of portfolio
0.92%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$923 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$877 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$674 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$272 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$231 Million0.05% of portfolio