Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 600 Small C Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $160 Billion
- Q4 2024
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 38,433 shares of SPSM stock, worth $1.56 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
38,433
Previous 110,550
65.23%
Holding current value
$1.56 Million
Previous $5.03 Billion
65.69%
% of portfolio
1.08%
Previous 3.25%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio