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 $3.99 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
133,801Holding current value
$3.99 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
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Jpmorgan Chase & CO New York, NY19.1MShares$570 Million0.05% of portfolio
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Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
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Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio