Forza Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Forza Wealth Management, LLC holds 4,449 shares of SPSM stock, worth $209,414. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,449Holding current value
$209,414% of portfolio
0.09%Shares
1 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$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
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Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio