Montag A & Associates Inc Spdr Portfolio S&P 600 Small C Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montag A & Associates Inc holds 755 shares of SPSM stock, worth $32,940. This represents 0.0% of its overall portfolio holdings.
Number of Shares
755
Previous 755
-0.0%
Holding current value
$32,940
Previous $34,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
972Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$965 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$917 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$705 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$284 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$242 Million0.05% of portfolio