Advocacy Wealth Management Services, LLC Spdr Portfolio Short Term Corp Transaction History
Advocacy Wealth Management Services, LLC
- $1.07 Billion
- Q1 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 142,628 shares of SPSB stock, worth $4.24 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
142,628
Previous 1,726,888
91.74%
Holding current value
$4.24 Million
Previous $51.4 Million
91.74%
% of portfolio
0.4%
Previous 4.91%
Shares
21 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$865 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio