International Private Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
International Private Wealth Advisors LLC
- $104 Billion
- Q1 2025
A detailed history of International Private Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 8,128 shares of SPSM stock, worth $337,799. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,128
Previous 13,622
40.33%
Holding current value
$337,799
Previous $612 Million
45.86%
% of portfolio
0.32%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$938 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$932 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$670 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$243 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$235 Million0.04% of portfolio