Bernard Wealth Management Corp. Spdr Portfolio S&P 600 Small C Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,202 shares of SPSM stock, worth $226,234. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,202
Previous 5,202
-0.0%
Holding current value
$226,234
Previous $234 Million
9.26%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$981 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$976 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$254 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio