Legacy Wealth Management, LLC / Ms Spdr Portfolio S&P 600 Small C Transaction History
Legacy Wealth Management, LLC / Ms
- $329 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 20,180 shares of SPSM stock, worth $877,628. This represents 0.26% of its overall portfolio holdings.
Number of Shares
20,180Holding current value
$877,628% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$981 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$976 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
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Valmark Advisers, Inc.5.85MShares$254 Million3.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio