Diversify Advisory Services, LLC Spdr Portfolio Short Term Corp Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 14,666 shares of SPSB stock, worth $439,540. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,666
Previous 11,778
24.52%
Holding current value
$439,540
Previous $354 Million
23.57%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio