Napa Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Napa Wealth Management holds 4,470 shares of SPSM stock, worth $202,267. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,470Holding current value
$202,267% of portfolio
0.1%Shares
2 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 Billion2.07% of portfolio
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Lpl Financial LLC Fort Mill, SC19.5MShares$882 Million0.41% of portfolio
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Betterment LLC New York, NY15.5MShares$700 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$278 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$253 Million0.05% of portfolio