Lifeworks Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Lifeworks Advisors, LLC
- $350 Million
- Q1 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 18,131 shares of SPSB stock, worth $540,485. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,131
Previous 18,253
0.67%
Holding current value
$540,485
Previous $543,000
0.74%
% of portfolio
0.15%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$921 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$867 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$199 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$144 Million0.08% of portfolio