Wcg Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 85,593 shares of SPSM stock, worth $3.52 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
85,593
Previous 88,810
3.62%
Holding current value
$3.52 Million
Previous $3.75 Million
1.68%
% of portfolio
0.31%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
804Shares Held
185MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$886 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$714 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$540 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$285 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$252 Million0.07% of portfolio