Shum Financial Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q4 2024
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Shum Financial Group, Inc. holds 98,809 shares of SPSM stock, worth $4.59 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
98,809
Previous 97,892
0.94%
Holding current value
$4.59 Million
Previous $4.74 Billion
6.32%
% of portfolio
3.83%
Previous 3.95%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
895Shares Held
199MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$906 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$719 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$260 Million0.05% of portfolio