Wealth Management Resources, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 28,819 shares of SPSM stock, worth $1.31 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
28,819
Previous 28,311
1.79%
Holding current value
$1.31 Million
Previous $1.18 Million
11.57%
% of portfolio
0.52%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$887 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$704 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$254 Million0.05% of portfolio