Investment Planning Advisors, Inc. Spdr Portfolio S&P 600 Small C Call Options Transaction History

Investment Planning Advisors, Inc.

$185 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

864

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22M
Shares

$1.01 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$820 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$668 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$295 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$253 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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