Cfm Wealth Partners LLC Spdr Portfolio S&P 600 Small C Transaction History
Cfm Wealth Partners LLC
- $541 Million
- Q2 2024
A detailed history of Cfm Wealth Partners LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 59,988 shares of SPSM stock, worth $2.62 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
59,988
Previous 50,769
18.16%
Holding current value
$2.62 Million
Previous $2.19 Million
14.0%
% of portfolio
0.46%
Previous 0.44%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$963 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$786 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$641 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$282 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$243 Million0.04% of portfolio