Mgo Private Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Mgo Private Wealth, LLC

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$34.79 - $39.85 $99,638 - $114,130	-2,864 Reduced 27.49%	7,553 $279,000
Q3 2022 Nov 14, 2022	BUY	$33.99 - $41.52 $354,073 - $432,513	10,417 New	10,417 $355,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.08 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$947 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$752 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$299 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$272 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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