Fonville Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Fonville Wealth Management LLC
- $226 Billion
- Q1 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 46,870 shares of SPSB stock, worth $1.39 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
46,870
Previous 46,758
0.24%
Holding current value
$1.39 Million
Previous $1.39 Billion
0.21%
% of portfolio
0.62%
Previous 0.74%
Shares
2 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