Great Point Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Great Point Wealth Advisors, LLC
- $421 Million
- Q1 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 7,455 shares of SPSB stock, worth $221,488. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,455
Previous 307,504
97.58%
Holding current value
$221,488
Previous $9.16 Million
97.59%
% of portfolio
0.05%
Previous 2.4%
Shares
21 transactions
Others Institutions Holding SPSB
# of Institutions
546Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$864 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio