Collaborative Wealth Managment Inc. Spdr Portfolio Short Term Corp Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
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 8,331 shares of SPSB stock, worth $250,513. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,331
Previous 8,101
2.84%
Holding current value
$250,513
Previous $241,000
3.73%
% of portfolio
0.12%
Previous 0.11%
Shares
2 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