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 $339,675. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,308
Previous 7,843
6.82%
Holding current value
$339,675
Previous $290 Million
4.81%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.11 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.09 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$819 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$291 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$286 Million0.05% of portfolio