Magnolia Private Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Magnolia Private Wealth, LLC
- $121 Billion
- Q1 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 7,350 shares of SPSM stock, worth $298,410. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,350
Previous 7,350
-0.0%
Holding current value
$298,410
Previous $330 Million
9.26%
% of portfolio
0.25%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
217MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio