Fonville Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Fonville Wealth Management LLC holds 46,591 shares of SPSB stock, worth $1.4 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
46,591
Previous 46,896
0.65%
Holding current value
$1.4 Million
Previous $1.42 Billion
2.03%
% of portfolio
0.46%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares Held
218MCall 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.7.49MShares$224 Million3.5% 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