Legacy Wealth Management, LLC / Ms Spdr Portfolio Short Term Corp Transaction History
Legacy Wealth Management, LLC / Ms
- $329 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 7,806 shares of SPSB stock, worth $236,209. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,806Holding current value
$236,209% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
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Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
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Valmark Advisers, Inc.8.02MShares$243 Million3.42% of portfolio
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Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
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Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio