Beam Wealth Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 18,309 shares of SPSB stock, worth $551,467. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,309
Previous 19,822
7.63%
Holding current value
$551,467
Previous $591,000
6.77%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio