Bam Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Bam Wealth Management, LLC
- $138 Billion
- Q4 2025
A detailed history of Bam Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bam Wealth Management, LLC holds 9,587 shares of SPSB stock, worth $289,335. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,587
Previous 11,261
14.87%
Holding current value
$289,335
Previous $341 Million
15.12%
% of portfolio
0.21%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio