Wealthcare Capital Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Wealthcare Capital Management LLC
- $978 Million
- Q3 2024
A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 41,193 shares of SPSM stock, worth $1.97 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
41,193
Previous 39,631
3.94%
Holding current value
$1.97 Million
Previous $1.65 Million
13.92%
% of portfolio
0.19%
Previous 0.18%
Shares
24 transactions
Others Institutions Holding SPSM
# of Institutions
893Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.06 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$930 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$738 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$293 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$267 Million0.05% of portfolio