Keeler & Nadler Financial Planning & Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $250 Billion
- Q2 2025
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 54,408 shares of SPSM stock, worth $2.37 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
54,408
Previous 56,702
4.05%
Holding current value
$2.37 Million
Previous $2.3 Billion
0.68%
% of portfolio
0.93%
Previous 1.04%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
202MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$982 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$977 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
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Valmark Advisers, Inc.6.26MShares$273 Million3.77% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio