Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 600 Small C Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $181 Billion
- Q2 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 34,407 shares of SPSM stock, worth $1.51 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
34,407
Previous 37,812
9.01%
Holding current value
$1.51 Million
Previous $1.54 Billion
4.9%
% of portfolio
0.81%
Previous 0.91%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio