Lake Point Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lake Point Wealth Management holds 36 shares of SPSM stock, worth $1,770. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 36
-0.0%
Holding current value
$1,770
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
891Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.09 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$959 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$761 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$302 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$275 Million0.05% of portfolio