Coury Firm Asset Management LLC Spdr Portfolio Short Term Corp Transaction History
Coury Firm Asset Management LLC
- $62.6 Million
- Q3 2023
A detailed history of Coury Firm Asset Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Coury Firm Asset Management LLC holds 122,572 shares of SPSB stock, worth $3.64 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
122,572
Previous 158,328
22.58%
Holding current value
$3.64 Million
Previous $4.66 Million
22.91%
% of portfolio
5.74%
Previous 6.73%
Shares
8 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