Fullcircle Wealth LLC Spdr Portfolio Short Term Corp Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Fullcircle Wealth LLC holds 30,897 shares of SPSB stock, worth $923,511. This represents 0.42% of its overall portfolio holdings.
Number of Shares
30,897
Previous 56,441
45.26%
Holding current value
$923,511
Previous $1.68 Billion
44.93%
% of portfolio
0.42%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
563Shares Held
195MCall 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