Compass Financial Group, Inc. Spdr Portfolio Short Term Corp Transaction History
Compass Financial Group, Inc.
- $194 Million
- Q4 2024
A detailed history of Compass Financial Group, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Compass Financial Group, Inc. holds 111,938 shares of SPSB stock, worth $3.36 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
111,938
Previous 112,055
0.1%
Holding current value
$3.36 Million
Previous $3.39 Million
1.5%
% of portfolio
1.72%
Previous 1.69%
Shares
29 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