Colton Groome Financial Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Colton Groome Financial Advisors, LLC
- $260 Million
- Q4 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 10,603 shares of SPSB stock, worth $317,877. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,603
Previous 21,501
50.69%
Holding current value
$317,877
Previous $651,000
51.46%
% of portfolio
0.12%
Previous 0.24%
Shares
23 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio