Liberty Square Wealth Partners LLC Spdr Portfolio S&P 600 Small C Transaction History
Liberty Square Wealth Partners LLC
- $324 Billion
- Q3 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 43,178 shares of SPSM stock, worth $1.97 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
43,178
Previous 60,508
28.64%
Holding current value
$1.97 Million
Previous $2.58 Billion
22.41%
% of portfolio
0.62%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio