Golden State Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 53,611 shares of SPSM stock, worth $2.5 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
53,611
Previous 13,459
298.33%
Holding current value
$2.5 Million
Previous $566,000
425383.57%
% of portfolio
0.36%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding SPSM
# of Institutions
924Shares Held
206MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$908 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$720 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$258 Million0.05% of portfolio