Wingate Wealth Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 2,534 shares of SPSB stock, worth $75,969. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,534Holding current value
$75,969% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio