Barnes Pettey Financial Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 13,336 shares of SPSB stock, worth $400,480. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,336
Previous 9,211
44.78%
Holding current value
$400,480
Previous $278,000
43.17%
% of portfolio
0.31%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio