Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 159,621 shares of SPSB stock, worth $4.77 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
159,621
Previous 160,271
0.41%
Holding current value
$4.77 Million
Previous $4.76 Million
1.53%
% of portfolio
3.94%
Previous 4.09%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio