1900 Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
1900 Wealth Management LLC
- $1.1 Billion
- Q1 2025
A detailed history of 1900 Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, 1900 Wealth Management LLC holds 113,714 shares of SPSM stock, worth $4.29 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
113,714
Previous 148,995
23.68%
Holding current value
$4.29 Million
Previous $6.69 Million
31.02%
% of portfolio
0.42%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$834 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$793 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$610 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$246 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$221 Million3.64% of portfolio