Landmark Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 84,070 shares of SPSM stock, worth $3.7 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
84,070
Previous 80,215
4.81%
Holding current value
$3.7 Million
Previous $3.65 Billion
3.45%
% of portfolio
1.84%
Previous 1.82%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$973 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$925 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$711 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$287 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$244 Million0.05% of portfolio