Liberty Square Wealth Partners LLC Spdr Portfolio S&P 600 Small C Transaction History
Liberty Square Wealth Partners LLC
- $274 Billion
- Q4 2024
A detailed history of Liberty Square Wealth Partners LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 69,770 shares of SPSM stock, worth $2.83 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
69,770Holding current value
$2.83 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
980Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
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Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
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Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
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Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio