Kestra Private Wealth Services, LLC Spdr Portfolio Short Term Corp Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 81,819 shares of SPSB stock, worth $2.46 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
81,819
Previous 78,680
3.99%
Holding current value
$2.46 Million
Previous $2.35 Million
4.81%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio