Golden State Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 498 shares of SPSB stock, worth $14,925. This represents 0.0% of its overall portfolio holdings.
Number of Shares
498
Previous 996
50.0%
Holding current value
$14,925
Previous $29,000
51589.66%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.74MShares$232 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio