Collaborative Wealth Managment Inc. Spdr Portfolio Short Term Corp Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 8,101 shares of SPSB stock, worth $243,840. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,101Holding current value
$243,840% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio