High Net Worth Advisory Group LLC Spdr Portfolio Short Term Corp Transaction History
High Net Worth Advisory Group LLC
- $388 Million
- Q3 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 7,000 shares of SPSB stock, worth $211,260. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$211,260
Previous $211,000
0.47%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
619Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio