Taylor & Morgan Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 278,483 shares of SPSM stock, worth $12.4 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
278,483
Previous 281,021
0.9%
Holding current value
$12.4 Million
Previous $11.7 Million
8.59%
% of portfolio
8.68%
Previous 8.37%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$980 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$800 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$652 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$247 Million0.04% of portfolio