All Square Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
All Square Wealth Management LLC
- $176 Million
- Q2 2025
A detailed history of All Square Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, All Square Wealth Management LLC holds 357 shares of SPSM stock, worth $16,264. This represents 0.01% of its overall portfolio holdings.
Number of Shares
357
Previous 357
-0.0%
Holding current value
$16,264
Previous $14,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
36.7KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio