Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Short Term Corp Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 199,475 shares of SPSB stock, worth $5.95 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
199,475
Previous 210,225
5.11%
Holding current value
$5.95 Million
Previous $6.24 Million
3.25%
% of portfolio
0.17%
Previous 0.19%
Shares
31 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$571 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio