Connectus Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Connectus Wealth, LLC holds 109,235 shares of SPSB stock, worth $3.25 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
109,235
Previous 99,025
10.31%
Holding current value
$3.25 Million
Previous $2.95 Million
10.28%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$865 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio