Levy Wealth Management Group, LLC Spdr Portfolio Short Term Corp Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 129,944 shares of SPSB stock, worth $3.94 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
129,944
Previous 87,259
48.92%
Holding current value
$3.94 Million
Previous $2.6 Million
48.59%
% of portfolio
0.99%
Previous 0.69%
Shares
8 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$541 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$218 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