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 $2.89 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
70,231
Previous 63,122
11.26%
Holding current value
$2.89 Million
Previous $2.84 Billion
0.96%
% of portfolio
2.09%
Previous 2.15%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio