Echo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Echo Wealth Management, LLC
- $131 Million
- Q1 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 58,243 shares of SPSB stock, worth $1.75 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
58,243
Previous 53,137
9.61%
Holding current value
$1.75 Million
Previous $1.59 Million
10.53%
% of portfolio
1.33%
Previous 1.24%
Shares
18 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio