Wealth Management Resources, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Wealth Management Resources, Inc.
- $357 Million
- Q1 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 28,505 shares of SPSM stock, worth $1.18 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
28,505
Previous 24,584
15.95%
Holding current value
$1.18 Million
Previous $1.04 Million
18.34%
% of portfolio
0.34%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
802Shares Held
185MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$891 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$718 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$544 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$286 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$254 Million0.07% of portfolio