Journey Strategic Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History

Journey Strategic Wealth LLC

$2.71 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$35.57 - $38.94 $4.48 Million - $4.91 Million	126,032 New	126,032 $4.9 Million

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.02 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$898 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$713 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$283 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$257 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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