Kovitz Investment Group Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Kovitz Investment Group Partners, LLC
- $10.5 Billion
- Q2 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 122,881 shares of SPSB stock, worth $3.69 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
122,881
Previous 107,093
14.74%
Holding current value
$3.69 Million
Previous $3.19 Million
14.46%
% of portfolio
0.03%
Previous 0.05%
Shares
22 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio