Org Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Org Wealth Partners, LLC holds 254 shares of SPSM stock, worth $11,734. This represents 0.0% of its overall portfolio holdings.

Number of Shares

254

Holding current value

$11,734

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$41.02 - $46.01 $10,419 - $11,686	254 New	254 $11.6 Million

Others Institutions Holding SPSM

# of Institutions

852

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22M
Shares

$1.02 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$830 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$677 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$298 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$256 Million
0.04% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Org Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History