Agh Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Agh Wealth Advisors, LLC
- $104 Billion
- Q1 2025
A detailed history of Agh Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Agh Wealth Advisors, LLC holds 23,972 shares of SPSM stock, worth $1.05 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
23,972
Previous 24,688
2.9%
Holding current value
$1.05 Million
Previous $1.11 Billion
11.83%
% of portfolio
0.94%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio