Mascoma Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
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 78,608 shares of SPSB stock, worth $2.37 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
78,608
Previous 79,675
1.34%
Holding current value
$2.37 Million
Previous $2.41 Million
1.0%
% of portfolio
0.55%
Previous 0.58%
Shares
29 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio