Geo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
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 74,564 shares of SPSB stock, worth $2.23 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
74,564
Previous 89,794
16.96%
Holding current value
$2.23 Million
Previous $2.72 Million
18.1%
% of portfolio
0.08%
Previous 0.1%
Shares
20 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio