Wealth Advisory Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History
Wealth Advisory Solutions, LLC
- $357 Million
- Q4 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 69,744 shares of SPSM stock, worth $2.96 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
69,744
Previous 63,515
9.81%
Holding current value
$2.96 Million
Previous $2.89 Million
8.37%
% of portfolio
0.88%
Previous 0.8%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$937 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$891 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$685 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$276 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$235 Million0.05% of portfolio