Capital A Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Capital A Wealth Management, LLC
- $95.4 Billion
- Q1 2025
A detailed history of Capital A Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 42 shares of SPSM stock, worth $1,733. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 22
90.91%
Holding current value
$1,733
Previous $988,000
73.28%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$931 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$926 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$666 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$241 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$233 Million0.04% of portfolio