Modera Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 8,234 shares of SPSB stock, worth $247,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,234

Previous 8,234 -0.0%

Holding current value

$247,184

Previous $244,000 2.05%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$29.65 - $29.92 $244,138 - $246,361	8,234 New	8,234 $245,000
Q3 2023 Nov 30, 2023	SELL	$29.26 - $29.5 $2.88 Million - $2.9 Million	-98,335 Reduced 92.27%	8,234 $241,000
Q3 2023 Nov 01, 2023	BUY	$29.26 - $29.5 $2.88 Million - $2.9 Million	98,335 Added 1194.26%	106,569 $3.12 Million
Q2 2023 Aug 07, 2023	BUY	$29.36 - $29.7 $241,750 - $244,549	8,234 New	8,234 $242,000
Q2 2022 Jul 27, 2022	SELL	$29.45 - $30.11 $231,859 - $237,056	-7,873 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$30.07 - $30.94 $3,788 - $3,898	-126 Reduced 1.58%	7,873 $237,000
Q4 2021 Feb 04, 2022	BUY	$30.92 - $31.24 $247,329 - $249,888	7,999 New	7,999 $248,000

Others Institutions Holding SPSB

# of Institutions

572

Shares Held

194M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

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Modera Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History