Harvest Group Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 194,090 shares of SPSM stock, worth $8.84 Million. This represents 4.77% of its overall portfolio holdings.
Number of Shares
194,090
Previous 200,736
3.31%
Holding current value
$8.84 Million
Previous $7.42 Million
1.23%
% of portfolio
4.77%
Previous 5.11%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$888 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$705 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$255 Million0.05% of portfolio