Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
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 160,698 shares of SPSB stock, worth $4.85 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
160,698
Previous 160,341
0.22%
Holding current value
$4.85 Million
Previous $4.79 Million
1.04%
% of portfolio
4.05%
Previous 4.27%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$755 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio