Fonville Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 2025
A detailed history of Fonville Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Fonville Wealth Management LLC holds 41,821 shares of SPSB stock, worth $1.26 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
41,821
Previous 44,488
5.99%
Holding current value
$1.26 Million
Previous $1.34 Billion
5.76%
% of portfolio
0.32%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio