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
- $3.31 Billion
- Q1 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 213,323 shares of SPSB stock, worth $6.34 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
213,323
Previous 230,016
7.26%
Holding current value
$6.34 Million
Previous $6.85 Million
7.29%
% of portfolio
0.19%
Previous 0.23%
Shares
29 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$865 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio