Arq Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Arq Wealth Advisors, LLC
- $263 Million
- Q1 2025
A detailed history of Arq Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 6,722 shares of SPSB stock, worth $202,130. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,722
Previous 6,722
-0.0%
Holding current value
$202,130
Previous $200,000
1.0%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% 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