Forefront Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 14,053 shares of SPSM stock, worth $549,472. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,053
Previous 11,915
17.94%
Holding current value
$549,472
Previous $535 Million
7.02%
% of portfolio
0.39%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
961Shares Held
202MCall Options Held
63.9KPut Options Held
9.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$882 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$877 Million0.37% of portfolio
-
Betterment LLC New York, NY16.2MShares$632 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$255 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$229 Million3.64% of portfolio