Revisor Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Revisor Wealth Management LLC
- $160 Billion
- Q3 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 94,954 shares of SPSB stock, worth $2.84 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
94,954
Previous 227,426
58.25%
Holding current value
$2.84 Million
Previous $6.75 Billion
57.43%
% of portfolio
1.8%
Previous 4.69%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
192MCall 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