Oakwell Private Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Oakwell Private Wealth Management, LLC
- $434 Million
- Q2 2025
A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 7,911 shares of SPSM stock, worth $367,703. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,911
Previous 7,911
-0.0%
Holding current value
$367,703
Previous $322,000
4.66%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.11 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.09 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$819 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$291 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$286 Million0.05% of portfolio