Precision Wealth Strategies, LLC Spdr Portfolio S&P 600 Small C Transaction History
Precision Wealth Strategies, LLC
- $274 Million
- Q2 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 11,702 shares of SPSM stock, worth $548,121. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,702Holding current value
$548,121% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.12 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.1 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$825 Million1.6% of portfolio
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Valmark Advisers, Inc.6.26MShares$293 Million3.77% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$288 Million0.05% of portfolio