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 $933,709. This represents 0.94% of its overall portfolio holdings.
Number of Shares
23,972
Previous 24,688
2.9%
Holding current value
$933,709
Previous $1.11 Billion
11.83%
% of portfolio
0.94%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio