Fonville Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 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 46,896 shares of SPSB stock, worth $1.4 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
46,896
Previous 48,186
2.68%
Holding current value
$1.4 Million
Previous $1.43 Billion
0.78%
% of portfolio
0.49%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$534 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$149 Million0.08% of portfolio