Barnes Pettey Financial Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Barnes Pettey Financial Advisors, LLC
- $125 Million
- Q3 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 9,211 shares of SPSB stock, worth $274,303. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,211
Previous 8,677
6.15%
Holding current value
$274,303
Previous $257,000
8.17%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.1 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$569 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio