9258 Wealth Management, LLC Spdr Portfolio S&P 600 Small C Call Options Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

862

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22M
Shares

$980 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$800 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$652 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$287 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$247 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.