Brass Tax Wealth Management, Inc Spdr Portfolio Short Term Corp Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 8,453 shares of SPSB stock, worth $254,519. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,453
Previous 9,355
9.64%
Holding current value
$254,519
Previous $282 Million
9.37%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio