Soa Wealth Advisors, Llc. Spdr Portfolio S&P 600 Small C Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 32 shares of SPSM stock, worth $1,391. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32
Previous 48
33.33%
Holding current value
$1,391
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$981 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$976 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$254 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio