Modern Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 463,757 shares of SPSB stock, worth $13.8 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
463,757Holding current value
$13.8 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
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Jpmorgan Chase & CO New York, NY19.1MShares$570 Million0.05% of portfolio
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Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
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Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio