Certified Advisory Corp Spdr Portfolio Short Term Corp Transaction History
Certified Advisory Corp
- $778 Million
- Q2 2024
A detailed history of Certified Advisory Corp transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Certified Advisory Corp holds 109,281 shares of SPSB stock, worth $3.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
109,281
Previous 61,667
77.21%
Holding current value
$3.3 Million
Previous $1.84 Million
76.84%
% of portfolio
0.42%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$539 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$217 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio