Landmark Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 80,215 shares of SPSM stock, worth $3.65 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
80,215
Previous 86,310
7.06%
Holding current value
$3.65 Million
Previous $3.58 Billion
1.84%
% of portfolio
1.82%
Previous 1.97%
Shares
2 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