Qp Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Qp Wealth Management, LLC holds 15,391 shares of SPSM stock, worth $580,548. This represents 0.99% of its overall portfolio holdings.
Number of Shares
15,391
Previous 18,624
17.36%
Holding current value
$580,548
Previous $723,000
21.58%
% of portfolio
0.99%
Previous 1.15%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$834 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$793 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$610 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$246 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$221 Million3.64% of portfolio