Bogart Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bogart Wealth, LLC holds 155 shares of SPSB stock, worth $4,682. This represents 0.0% of its overall portfolio holdings.
Number of Shares
155
Previous 109
42.2%
Holding current value
$4,682
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio