Revisor Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 2024
A detailed history of Revisor Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Revisor Wealth Management LLC holds 227,426 shares of SPSB stock, worth $6.87 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
227,426
Previous 379,981
40.15%
Holding current value
$6.87 Million
Previous $11.3 Billion
40.3%
% of portfolio
4.69%
Previous 5.12%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$539 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$217 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio