Bcgm Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Bcgm Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 64,599 shares of SPSM stock, worth $2.99 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
64,599
Previous 64,665
0.1%
Holding current value
$2.99 Million
Previous $2.94 Million
1.39%
% of portfolio
1.01%
Previous 1.03%
Shares
12 transactions
Others Institutions Holding SPSM
# of Institutions
924Shares Held
206MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$903 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$717 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$285 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$257 Million0.05% of portfolio