Rmr Wealth Builders Spdr Portfolio S&P 600 Small C Transaction History
Rmr Wealth Builders
- $936 Million
- Q1 2025
A detailed history of Rmr Wealth Builders transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rmr Wealth Builders holds 9,392 shares of SPSM stock, worth $367,227. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,392
Previous 9,358
0.36%
Holding current value
$367,227
Previous $420,000
9.29%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
965Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$882 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$877 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$631 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$229 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$221 Million0.04% of portfolio