Montis Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montis Financial, LLC holds 9,015 shares of SPSM stock, worth $410,633. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,015Holding current value
$410,633% of portfolio
0.15%Shares
1 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
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Betterment LLC New York, NY15.5MShares$705 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$255 Million0.05% of portfolio