Bison Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bison Wealth, LLC holds 191,098 shares of SPSM stock, worth $8.7 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
191,098
Previous 200,692
4.78%
Holding current value
$8.7 Million
Previous $8.33 Million
4.34%
% of portfolio
1.55%
Previous 1.43%
Shares
4 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