Magnolia Private Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Magnolia Private Wealth, LLC
- $121 Billion
- Q1 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 7,350 shares of SPSM stock, worth $303,408. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,350
Previous 7,350
-0.0%
Holding current value
$303,408
Previous $330 Million
9.26%
% of portfolio
0.25%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$931 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$926 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$666 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$241 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$233 Million0.04% of portfolio