Avidian Wealth Solutions, LLC Spdr Portfolio Short Term Corp Transaction History
Avidian Wealth Solutions, LLC
- $2.33 Billion
- Q2 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 18,576 shares of SPSB stock, worth $558,394. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,576
Previous 18,243
1.83%
Holding current value
$558,394
Previous $543,000
1.47%
% of portfolio
0.02%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio