National Wealth Management Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,777 shares of SPSM stock, worth $280,819. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,777
Previous 5,780
0.05%
Holding current value
$280,819
Previous $240 Million
9.53%
% of portfolio
0.18%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio