Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 33,272 shares of SPSM stock, worth $1.26 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
33,272
Previous 31,221
6.57%
Holding current value
$1.26 Million
Previous $1.4 Billion
3.28%
% of portfolio
0.05%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$834 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$793 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$610 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$246 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$221 Million3.64% of portfolio