Portside Wealth Group, LLC Spdr Portfolio Short Term Corp Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 44,966 shares of SPSB stock, worth $1.35 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
44,966
Previous 91,438
50.82%
Holding current value
$1.35 Million
Previous $2.72 Billion
50.94%
% of portfolio
0.25%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio