Private Wealth Asset Management, LLC Spdr Portfolio Short Term Corp Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 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 20,100 shares of SPSB stock, worth $606,618. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,100
Previous 9,100
120.88%
Holding current value
$606,618
Previous $275 Million
99.78%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
619Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio