Avantax Advisory Services, Inc. Spdr Portfolio Short Term Corp Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 580,771 shares of SPSB stock, worth $17.5 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
580,771
Previous 511,089
13.63%
Holding current value
$17.5 Million
Previous $15.3 Million
14.55%
% of portfolio
0.11%
Previous 0.1%
Shares
22 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio