Axis Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 18,110 shares of SPSM stock, worth $740,336. This represents 0.69% of its overall portfolio holdings.
Number of Shares
18,110Holding current value
$740,336% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$904 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$860 Million0.4% of portfolio
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Betterment LLC New York, NY16.2MShares$661 Million1.75% of portfolio
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Bank Of America Corp Charlotte, NC6.51MShares$266 Million0.03% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$226 Million0.05% of portfolio