Kingsview Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Kingsview Wealth Management, LLC
- $4.73 Billion
- Q1 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 441,245 shares of SPSB stock, worth $13.3 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
441,245
Previous 436,612
1.06%
Holding current value
$13.3 Million
Previous $13 Million
1.87%
% of portfolio
0.28%
Previous 0.28%
Shares
34 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio