Mascoma Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Mascoma Wealth Management LLC
- $351 Million
- Q1 2024
A detailed history of Mascoma Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 17,214 shares of SPSB stock, worth $511,600. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,214
Previous 219,593
92.16%
Holding current value
$511,600
Previous $6.54 Million
92.17%
% of portfolio
0.15%
Previous 1.97%
Shares
23 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
193MCall 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