Modern Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 259,041 shares of SPSM stock, worth $11.7 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
259,041
Previous 258,577
0.18%
Holding current value
$11.7 Million
Previous $10.7 Billion
9.78%
% of portfolio
0.72%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$882 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$700 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$278 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$253 Million0.05% of portfolio