Golden State Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Golden State Wealth Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 996 shares of SPSB stock, worth $29,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
996
Previous 498
100.0%
Holding current value
$29,850
Previous $14.9 Million
99.8%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall 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.7.74MShares$232 Million3.56% 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