Boston Standard Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Boston Standard Wealth Management, LLC
- $515 Billion
- Q4 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 79,819 shares of SPSB stock, worth $2.39 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
79,819
Previous 76,068
4.93%
Holding current value
$2.39 Million
Previous $2.3 Billion
3.47%
% of portfolio
0.46%
Previous 0.45%
Shares
27 transactions
Others Institutions Holding SPSB
# of Institutions
570Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$573 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$151 Million0.01% of portfolio