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
- $3.65 Billion
- Q4 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 249,956 shares of SPSB stock, worth $7.51 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
249,956
Previous 199,475
25.31%
Holding current value
$7.51 Million
Previous $6.04 Million
23.56%
% of portfolio
0.2%
Previous 0.17%
Shares
32 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
-
Horizon Financial Services, LLC14.9MShares$448 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio