Wealth Management Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 204,647 shares of SPSM stock, worth $9.63 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
204,647
Previous 207,435
1.34%
Holding current value
$9.63 Million
Previous $8.06 Million
6.27%
% of portfolio
5.21%
Previous 5.29%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio