Stone Point Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Stone Point Wealth LLC holds 47,786 shares of SPSM stock, worth $2.15 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
47,786
Previous 46,029
3.82%
Holding current value
$2.15 Million
Previous $1.98 Million
0.15%
% of portfolio
0.72%
Previous 0.7%
Shares
11 transactions
Others Institutions Holding SPSM
# of Institutions
846Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio