Catalyst Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 7,308 shares of SPSM stock, worth $333,537. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,308
Previous 7,843
6.82%
Holding current value
$333,537
Previous $290 Million
4.81%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.01 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$820 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$668 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$295 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$253 Million0.04% of portfolio