Echo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Echo Wealth Management, LLC
- $152 Million
- Q3 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 67,433 shares of SPSB stock, worth $2.03 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
67,433
Previous 64,165
5.09%
Holding current value
$2.03 Million
Previous $1.94 Million
5.42%
% of portfolio
1.35%
Previous 1.34%
Shares
20 transactions
Others Institutions Holding SPSB
# of Institutions
624Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio