Geo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Geo Wealth Management, LLC holds 61,987 shares of SPSB stock, worth $1.86 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
61,987
Previous 74,564
16.87%
Holding current value
$1.86 Million
Previous $2.23 Million
16.22%
% of portfolio
0.08%
Previous 0.08%
Shares
21 transactions
Others Institutions Holding SPSB
# of Institutions
615Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio