Bernard Wealth Management Corp. Spdr Portfolio S&P 600 Small C Transaction History
Bernard Wealth Management Corp.
- $173 Billion
- Q4 2024
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 $237,731. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,202Holding current value
$237,731% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
964Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$1.01 Billion2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$961 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$739 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$298 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$253 Million0.05% of portfolio