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
611Shares Held
240MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio