Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History
Wealth Advisors Of Iowa, LLC
- $294 Billion
- Q3 2025
A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 43,077 shares of SPSM stock, worth $1.96 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
43,077
Previous 29,953
43.82%
Holding current value
$1.96 Million
Previous $1.22 Billion
63.43%
% of portfolio
0.68%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio