Asset Dedication, LLC Spdr Portfolio Long Term Corpo Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-113 Closed	0 $0
Q1 2019 Apr 19, 2019	BUY	N/A	113 New	113 $3,000
Q4 2018 Feb 12, 2019	SELL	N/A	-113 Closed	0 $0
Q3 2018 Oct 26, 2018	BUY	N/A	113 New	113 $3,000

Others Institutions Holding SPLB

# of Institutions

144

Shares Held

30.4M

Call Options Held

33.2K

Put Options Held

7.3K

International Assets Investment Management, LLC Orlando, FL

9.28M
Shares

$208 Million
0.48% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$56.1 Million
0.03% of portfolio
Rockland Trust CO

1.51M
Shares

$33.9 Million
1.82% of portfolio
Nyl Investors LLC New York, NY

1.44M
Shares

$32.3 Million
2.24% of portfolio
Morgan Stanley New York, NY

924K
Shares

$20.7 Million
0.0% of portfolio

About SPDR PORTFOLIO LONG TERM CORPO

Ticker SPLB
Sector ETFs
Industry ETFs

More about SPLB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.