A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 24,059 shares of SPSM stock, worth $1.1 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
24,059
Holding current value
$1.1 Million
% of portfolio
1.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$44.33 - $49.55 $1.07 Million - $1.19 Million
24,059 New
24,059 $1.08 Billion

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.