Denver Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Denver Wealth Management, Inc.
- $200 Million
- Q3 2024
A detailed history of Denver Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 21,860 shares of SPSM stock, worth $986,104. This represents 0.5% of its overall portfolio holdings.
Number of Shares
21,860
Previous 22,882
4.47%
Holding current value
$986,104
Previous $950,000
4.63%
% of portfolio
0.5%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
858Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$993 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$811 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$661 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio