Bartlett & Co. Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 137,189 shares of SPSB stock, worth $4.13 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
137,189
Previous 136,566
0.46%
Holding current value
$4.13 Million
Previous $4.08 Billion
1.26%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio