Focused Wealth Management, Inc Spdr Portfolio S&P 600 Small C Transaction History
Focused Wealth Management, Inc
- $746 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$893 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$709 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$282 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$256 Million0.05% of portfolio