Retirement Wealth Solutions LLC Spdr Portfolio S&P 600 Small C Transaction History
Retirement Wealth Solutions LLC
- $152 Billion
- Q3 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 813 shares of SPSM stock, worth $37,788. This represents 0.02% of its overall portfolio holdings.
Number of Shares
813
Previous 1,000
18.7%
Holding current value
$37,788
Previous $42.6 Million
11.6%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.11 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.09 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$819 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$291 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$286 Million0.05% of portfolio