Key Client Fiduciary Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Key Client Fiduciary Advisors, LLC
- $196 Million
- Q1 2025
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,595 shares of SPSB stock, worth $228,381. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,595
Previous 7,595
-0.0%
Holding current value
$228,381
Previous $226,000
0.88%
% of portfolio
0.12%
Previous 0.11%
Shares
3 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