Brass Tax Wealth Management, Inc Spdr Portfolio Short Term Corp Transaction History
Brass Tax Wealth Management, Inc
- $602 Billion
- Q3 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 7,283 shares of SPSB stock, worth $219,800. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,283
Previous 8,453
13.84%
Holding current value
$219,800
Previous $255 Million
13.56%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio