High Net Worth Advisory Group LLC Spdr Portfolio Short Term Corp Transaction History
High Net Worth Advisory Group LLC
- $334 Million
- Q2 2024
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 $210,420. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$210,420
Previous $208,000
0.48%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio