Bartlett & Co. Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 147,212 shares of SPSB stock, worth $4.43 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
147,212
Previous 152,815
3.67%
Holding current value
$4.43 Million
Previous $4.55 Billion
3.89%
% of portfolio
0.07%
Previous 0.07%
Shares
16 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