Advocacy Wealth Management Services, LLC Spdr Portfolio Short Term Corp Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 10,516 shares of SPSB stock, worth $315,059. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,516
Previous 19,956
47.3%
Holding current value
$315,059
Previous $592,000
46.28%
% of portfolio
0.03%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding SPSB
# of Institutions
563Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$573 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio