Clifford Swan Investment Counsel LLC Spdr Portfolio S&P 600 Small C Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 6,983 shares of SPSM stock, worth $325,128. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,983
Previous 6,983
-0.0%
Holding current value
$325,128
Previous $290,000
9.31%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
893Shares Held
199MCall 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$908 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$720 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$260 Million0.05% of portfolio