Litman Gregory Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Litman Gregory Wealth Management LLC
- $1.1 Billion
- Q1 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,033,885 shares of SPSB stock, worth $30.7 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
1,033,885
Previous 1,940,693
46.73%
Holding current value
$30.7 Million
Previous $57.8 Million
46.74%
% of portfolio
2.79%
Previous 5.48%
Shares
25 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$865 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio