Badgley Phelps Wealth Managers, LLC Spdr Portfolio Short Term Corp Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 121,975 shares of SPSB stock, worth $3.62 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
121,975
Previous 116,200
4.97%
Holding current value
$3.62 Million
Previous $3.46 Million
4.94%
% of portfolio
0.1%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$917 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$864 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio