Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 160,271 shares of SPSB stock, worth $4.79 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
160,271
Previous 185,246
13.48%
Holding current value
$4.79 Million
Previous $5.52 Million
13.69%
% of portfolio
4.09%
Previous 4.71%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
559Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$533 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$149 Million0.08% of portfolio