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 $2.72 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
69,770Holding current value
$2.72 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
965Shares Held
214MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
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Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
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Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
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Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio