Lake Point Wealth Management Spdr Portfolio Short Term Corp Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Lake Point Wealth Management holds 66 shares of SPSB stock, worth $1,976. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66
Previous 66
-0.0%
Holding current value
$1,976
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio