Paulson Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History
Paulson Wealth Management Inc.
- $364 Million
- Q4 2024
A detailed history of Paulson Wealth Management Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 99,422 shares of SPSM stock, worth $3.87 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
99,422
Previous 105,050
5.36%
Holding current value
$3.87 Million
Previous $4.78 Million
6.57%
% of portfolio
1.23%
Previous 1.29%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall 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