Echo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Echo Wealth Management, LLC
- $144 Million
- Q2 2025
A detailed history of Echo Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Echo Wealth Management, LLC holds 64,165 shares of SPSB stock, worth $1.93 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
64,165
Previous 58,243
10.17%
Holding current value
$1.93 Million
Previous $1.75 Million
10.5%
% of portfolio
1.34%
Previous 1.33%
Shares
19 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares 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$754 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