Fourth Dimension Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Fourth Dimension Wealth, LLC
- $207 Billion
- Q1 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 15,118 shares of SPSM stock, worth $621,349. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,118
Previous 14,228
6.26%
Holding current value
$621,349
Previous $690 Million
10.75%
% of portfolio
0.3%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio