Litman Gregory Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 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 900,300 shares of SPSB stock, worth $27.3 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
900,300
Previous 1,033,885
12.92%
Holding current value
$27.3 Million
Previous $30.8 Million
13.13%
% of portfolio
2.37%
Previous 2.79%
Shares
26 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