Montz Harcus Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 203,119 shares of SPSM stock, worth $7.66 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
203,119
Previous 186,926
8.66%
Holding current value
$7.66 Million
Previous $8.4 Million
1.39%
% of portfolio
4.57%
Previous 4.77%
Shares
14 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares 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