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 $302,989. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,308
Previous 7,843
6.82%
Holding current value
$302,989
Previous $290 Million
4.81%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$917 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$872 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$670 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$270 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$230 Million0.05% of portfolio