Guardian Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 2,195 shares of SPSM stock, worth $101,496. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,195
Previous 2,193
0.09%
Holding current value
$101,496
Previous $91,000
8.79%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
913Shares Held
204MCall 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$901 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$715 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$284 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$258 Million0.05% of portfolio