Burling Wealth Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Burling Wealth Partners, LLC
- $475 Billion
- Q1 2025
A detailed history of Burling Wealth Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 131,932 shares of SPSB stock, worth $3.98 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
131,932
Previous 84,544
56.05%
Holding current value
$3.98 Million
Previous $2.52 Billion
57.31%
% of portfolio
0.84%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares Held
240MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio