Mbm Wealth Consultants, LLC Spdr Portfolio S&P 600 Small C Transaction History
Mbm Wealth Consultants, LLC
- $307 Million
- Q3 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 26,811 shares of SPSM stock, worth $1.32 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
26,811
Previous 26,536
1.04%
Holding current value
$1.32 Million
Previous $1.1 Million
10.71%
% of portfolio
0.4%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
891Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.09 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$957 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$760 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$302 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$275 Million0.05% of portfolio