Great Valley Advisor Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 1,282,290 shares of SPSM stock, worth $58.4 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
1,282,290
Previous 1,139,727
12.51%
Holding current value
$58.4 Million
Previous $47.3 Million
23.29%
% of portfolio
1.52%
Previous 1.37%
Shares
17 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$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$888 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$705 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$255 Million0.05% of portfolio