Org Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Org Wealth Partners, LLC holds 254 shares of SPSM stock, worth $11,734. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254Holding current value
$11,734% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
852Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.02 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$830 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$677 Million1.58% of portfolio
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Bank Of America Corp Charlotte, NC6.45MShares$298 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$256 Million0.04% of portfolio