Crestwood Advisors Group LLC Spdr Portfolio Short Term Corp Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 12,500 shares of SPSB stock, worth $373,875. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,500
Previous 12,500
-0.0%
Holding current value
$373,875
Previous $371,000
1.89%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
564Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio