Strategic Wealth Partners, Ltd. Spdr Portfolio S&P 600 Small C Transaction History
Strategic Wealth Partners, Ltd.
- $892 Million
- Q1 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 128,993 shares of SPSM stock, worth $5.77 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
128,993
Previous 128,553
0.34%
Holding current value
$5.77 Million
Previous $5.42 Million
2.38%
% of portfolio
0.62%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$984 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$803 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$655 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$248 Million0.04% of portfolio