Provence Wealth Management Group Spdr Portfolio S&P 600 Small C Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Provence Wealth Management Group holds 1,690 shares of SPSM stock, worth $77,621. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,690
Previous 1,690
-0.0%
Holding current value
$77,621
Previous $62,000
14.52%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio