Coastal Investment Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History
Coastal Investment Advisors, Inc.
- $212 Million
- Q1 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 4,150 shares of SPSB stock, worth $124,790. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,150
Previous 10,650
61.03%
Holding current value
$124,790
Previous $318,000
61.01%
% of portfolio
0.06%
Previous 0.14%
Shares
16 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio