Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 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 185,246 shares of SPSB stock, worth $5.51 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
185,246
Previous 223,515
17.12%
Holding current value
$5.51 Million
Previous $6.66 Billion
99.92%
% of portfolio
4.71%
Previous 6.13%
Shares
2 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