Kingswood Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,064 shares of SPSB stock, worth $545,352. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,064
Previous 26,594
32.07%
Holding current value
$545,352
Previous $792 Million
32.24%
% of portfolio
0.05%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$539 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$217 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio