Bernardo Wealth Planning LLC Spdr Portfolio S&P 600 Small C Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 10, 2020	SELL	$28.98 - $32.81 $313,534 - $354,971	-10,819 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$29.9 - $31.15 $323,488 - $337,011	10,819 New	10,819 $324,000

Others Institutions Holding SPSM

# of Institutions

972

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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

22.1M
Shares

$971 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$923 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$709 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$286 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$243 Million
0.05% 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.