Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 600 Small C Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $198 Billion
- Q3 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 33,840 shares of SPSM stock, worth $1.54 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
33,840
Previous 34,407
1.65%
Holding current value
$1.54 Million
Previous $1.47 Billion
6.94%
% of portfolio
0.79%
Previous 0.81%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio