Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 27,005 shares of SPSM stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,005
Previous 27,093
0.32%
Holding current value
$1.19 Million
Previous $1.13 Million
9.16%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$980 Million2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$860 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$683 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$271 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$247 Million0.05% of portfolio