Iag Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Iag Wealth Partners, LLC
- $743 Million
- Q3 2025
A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 125,549 shares of SPSM stock, worth $5.72 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
125,549
Previous 120,909
3.84%
Holding current value
$5.72 Million
Previous $5.15 Million
12.91%
% of portfolio
0.78%
Previous 0.76%
Shares
23 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall 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