Foundations Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,402 shares of SPSB stock, worth $520,667. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,402
Previous 9,877
76.19%
Holding current value
$520,667
Previous $293,000
79.52%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
192MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio