Revisor Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Revisor Wealth Management LLC
- $225 Billion
- Q1 2025
A detailed history of Revisor Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Revisor Wealth Management LLC holds 125,418 shares of SPSB stock, worth $3.78 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
125,418
Previous 71,911
74.41%
Holding current value
$3.78 Million
Previous $2.15 Billion
75.81%
% of portfolio
1.68%
Previous 1.98%
Shares
9 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