Arete Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 97,413 shares of SPSB stock, worth $2.91 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
97,413
Previous 97,413
-0.0%
Holding current value
$2.91 Million
Previous $2.95 Million
-0.0%
% of portfolio
0.25%
Previous 0.25%
Shares
25 transactions
Others Institutions Holding SPSB
# of Institutions
584Shares Held
194MCall 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$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% 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