Charter Research & Investment Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Charter Research & Investment Group, Inc.
- $131 Million
- Q4 2024
A detailed history of Charter Research & Investment Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Charter Research & Investment Group, Inc. holds 6,980 shares of SPSM stock, worth $304,537. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,980
Previous 6,595
5.84%
Holding current value
$304,537
Previous $300,000
4.33%
% of portfolio
0.24%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$965 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$917 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$705 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$284 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$242 Million0.05% of portfolio