Guardian Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Guardian Wealth Advisors, LLC
- $156 Million
- Q1 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 4,922 shares of SPSM stock, worth $216,568. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,922
Previous 4,922
-0.0%
Holding current value
$216,568
Previous $221,000
9.5%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio