Oakwell Private Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Oakwell Private Wealth Management, LLC
- $329 Million
- Q1 2024
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 8,137 shares of SPSM stock, worth $372,511. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,137
Previous 8,137
-0.0%
Holding current value
$372,511
Previous $343,000
2.04%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
813Shares Held
187MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$987 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$796 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$602 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$317 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$281 Million0.07% of portfolio