Wellington Wealth Strategies, Llc. Spdr Portfolio Short Term Corp Transaction History
Wellington Wealth Strategies, Llc.
- $110 Billion
- Q4 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 92,773 shares of SPSB stock, worth $2.81 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
92,773
              Previous 110,948
              
        
           16.38%
        
      
          
        Holding current value
$2.81 Million
            Previous $3.33 Billion
            
        
           16.66%
        
      
          
        % of portfolio
2.53%
            Previous 2.53%
          
        Shares
	  4 transactions
	
  Others Institutions Holding SPSB
# of Institutions
621Shares Held
223MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
- 
    
      Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
- 
    
      Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio