Iams Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Iams Wealth Management, LLC holds 8,889 shares of SPSM stock, worth $402,227. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,889
Previous 7,454 19.25%
Holding current value
$402,227
Previous $310 Million 30.68%
% of portfolio
0.2%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$41.02 - $46.01 $58,863 - $66,024
1,435 Added 19.25%
8,889 $405 Million
Q2 2024

Aug 05, 2024
BUY
$39.75 - $43.15 $296,296 - $321,640
7,454 New
7,454 $310 Million

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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