Oak Harbor Wealth Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Oak Harbor Wealth Partners, LLC
- $343 Million
- Q1 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 484 shares of SPSB stock, worth $14,553. This represents 0.0% of its overall portfolio holdings.
Number of Shares
484
Previous 484
-0.0%
Holding current value
$14,553
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio