Legend Financial Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Legend Financial Advisors, Inc.
- $142 Billion
- Q4 2024
A detailed history of Legend Financial Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 85,131 shares of SPSM stock, worth $3.49 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
85,131
Previous 86,960
2.1%
Holding current value
$3.49 Million
Previous $3.96 Billion
3.37%
% of portfolio
2.7%
Previous 2.73%
Shares
15 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$907 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$862 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$663 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$267 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$227 Million0.05% of portfolio