Opal Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 52,240 shares of SPSM stock, worth $2.03 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
52,240
Previous 44,972
16.16%
Holding current value
$2.03 Million
Previous $2.02 Million
4.95%
% of portfolio
0.67%
Previous 0.62%
Shares
18 transactions
Others Institutions Holding SPSM
# of Institutions
965Shares Held
214MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio