Beam Wealth Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
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 19,456 shares of SPSB stock, worth $589,322. This represents 0.19% of its overall portfolio holdings.
Number of Shares
19,456Holding current value
$589,322% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
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Jpmorgan Chase & CO New York, NY17.9MShares$541 Million0.05% of portfolio
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Valmark Advisers, Inc.7.2MShares$218 Million3.66% of portfolio
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Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio