Wealth Shield Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Wealth Shield Partners, LLC
- $839 Million
- Q3 2025
A detailed history of Wealth Shield Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 926 shares of SPSM stock, worth $43,401. This represents 0.01% of its overall portfolio holdings.
Number of Shares
926
Previous 923
0.33%
Holding current value
$43,401
Previous $39,000
7.69%
% of portfolio
0.01%
Previous 0.0%
Shares
27 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
36.7KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.2 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.12 Billion2.03% of portfolio
-
Betterment LLC New York, NY18.1MShares$850 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$298 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$252 Million0.02% of portfolio