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 $355,241. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,308
Previous 7,843
6.82%
Holding current value
$355,241
Previous $290 Million
4.81%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio