Retirement Wealth Solutions LLC Spdr Portfolio S&P 600 Small C Transaction History
Retirement Wealth Solutions LLC
- $152 Billion
- Q3 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 813 shares of SPSM stock, worth $37,040. This represents 0.02% of its overall portfolio holdings.
Number of Shares
813
Previous 1,000
18.7%
Holding current value
$37,040
Previous $42.6 Million
11.6%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio