Bms Financial Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 133,801 shares of SPSB stock, worth $3.96 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
133,801Holding current value
$3.96 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$915 Million1.02% of portfolio
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Jpmorgan Chase & CO New York, NY29.1MShares$861 Million0.08% of portfolio
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Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
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Bank Of America Corp Charlotte, NC5.28MShares$156 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio