Private Wealth Asset Management, LLC Spdr Portfolio Short Term Corp Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 9,100 shares of SPSB stock, worth $274,820. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,100
Previous 8,100
12.35%
Holding current value
$274,820
Previous $244 Million
12.68%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio