Rfg Bristol Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Rfg Bristol Wealth Advisors, LLC
- $322 Billion
- Q2 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 218,520 shares of SPSB stock, worth $6.58 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
218,520
Previous 190,269
14.85%
Holding current value
$6.58 Million
Previous $5.73 Billion
15.19%
% of portfolio
2.05%
Previous 1.92%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio