Taylor & Morgan Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Taylor & Morgan Wealth Management, LLC
- $128 Million
- Q1 2025
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 257,946 shares of SPSM stock, worth $9.73 Million. This represents 8.19% of its overall portfolio holdings.
Number of Shares
257,946
Previous 256,349
0.62%
Holding current value
$9.73 Million
Previous $11.5 Million
9.06%
% of portfolio
8.19%
Previous 8.34%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$834 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$793 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$610 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$246 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$221 Million3.64% of portfolio