Impact Partnership Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Impact Partnership Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 261,609 shares of SPSM stock, worth $10.2 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
261,609
Previous 245,365
6.62%
Holding current value
$10.2 Million
Previous $11.2 Billion
5.24%
% of portfolio
2.37%
Previous 2.52%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
209MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$865 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$822 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$632 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$255 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$229 Million3.64% of portfolio