Key Client Fiduciary Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Key Client Fiduciary Advisors, LLC
- $201 Million
- Q3 2024
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 $227,546. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,595
Previous 7,595
-0.0%
Holding current value
$227,546
Previous $225,000
1.78%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
563Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$573 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio