Seaside Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 19,918 shares of SPSM stock, worth $917,423. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,918
Previous 20,064
0.73%
Holding current value
$917,423
Previous $913,000
2.08%
% of portfolio
0.33%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding SPSM
# of Institutions
894Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$898 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$713 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$283 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$257 Million0.05% of portfolio