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 $12.2 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
261,609
Previous 245,365
6.62%
Holding current value
$12.2 Million
Previous $11.2 Billion
5.24%
% of portfolio
2.37%
Previous 2.52%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
895Shares Held
199MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$906 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$719 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$260 Million0.05% of portfolio