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 $1,974. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66
Previous 66
-0.0%
Holding current value
$1,974
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$572 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