Clarus Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Clarus Wealth Advisors
- $200 Million
- Q4 2024
A detailed history of Clarus Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Clarus Wealth Advisors holds 50,450 shares of SPSM stock, worth $2.34 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
50,450
Previous 47,924
5.27%
Holding current value
$2.34 Million
Previous $2.18 Million
3.9%
% of portfolio
1.13%
Previous 1.11%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
905Shares Held
203MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$903 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$717 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$285 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$259 Million0.05% of portfolio