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 $75,188. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,690
Previous 1,690
-0.0%
Holding current value
$75,188
Previous $62,000
14.52%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$980 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$800 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$652 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$247 Million0.04% of portfolio