Epg Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Epg Wealth Management LLC holds 317 shares of SPSM stock, worth $14,420. This represents 0.0% of its overall portfolio holdings.
Number of Shares
317
Previous 0
Infinity%
Holding current value
$14,420
Previous $0
Infinity%
% of portfolio
0.0%
Previous 100.0%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$887 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$704 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$254 Million0.05% of portfolio