Pacific Capital Wealth Advisors, Inc Spdr Portfolio Short Term Corp Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 84,750 shares of SPSB stock, worth $2.55 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
84,750Holding current value
$2.55 Million% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio