Olio Financial Planning Spdr Portfolio Short Term Corp Transaction History
Olio Financial Planning
- $288 Million
- Q1 2025
A detailed history of Olio Financial Planning transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Olio Financial Planning holds 70,447 shares of SPSB stock, worth $2.12 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
70,447
Previous 50,043
40.77%
Holding current value
$2.12 Million
Previous $1.49 Million
41.83%
% of portfolio
0.74%
Previous 0.53%
Shares
2 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$754 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$191 Million0.01% of portfolio