Valtinson Bruner Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
857Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$290 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$249 Million0.04% of portfolio