Broadway Wealth Solutions, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Broadway Wealth Solutions, Inc.
- $137 Billion
- Q1 2025
A detailed history of Broadway Wealth Solutions, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 70,231 shares of SPSM stock, worth $2.64 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
70,231
Previous 63,122
11.26%
Holding current value
$2.64 Million
Previous $2.84 Billion
0.96%
% of portfolio
2.09%
Previous 2.15%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$831 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$790 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$607 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$245 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$208 Million0.05% of portfolio