Iag Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
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 106,832 shares of SPSM stock, worth $5.16 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
106,832
Previous 97,310
9.79%
Holding current value
$5.16 Million
Previous $4.04 Million
20.29%
% of portfolio
0.91%
Previous 0.82%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
869Shares Held
194MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.06 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$942 Million0.41% of portfolio
-
Betterment LLC New York, NY14.6MShares$708 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$312 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$268 Million0.04% of portfolio