Systm Wealth Solutions LLC Spdr Portfolio S&P 600 Small C Transaction History
Systm Wealth Solutions LLC
- $3.29 Billion
- Q3 2024
A detailed history of Systm Wealth Solutions LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Systm Wealth Solutions LLC holds 93 shares of SPSM stock, worth $3,865. This represents 0.13% of its overall portfolio holdings.
Number of Shares
93
Previous 118
21.19%
Holding current value
$3,865
Previous $4.9 Million
13.27%
% of portfolio
0.13%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$938 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$932 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$670 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$243 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$235 Million0.04% of portfolio