Catalyst Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 7,308 shares of SPSM stock, worth $332,952. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,308
Previous 7,843
6.82%
Holding current value
$332,952
Previous $290 Million
4.81%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio