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 $63,476. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,690
Previous 1,690
-0.0%
Holding current value
$63,476
Previous $62,000
14.52%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$831 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$790 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$607 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$245 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$208 Million0.05% of portfolio