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 $3.77 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
125,418
Previous 71,911
74.41%
Holding current value
$3.77 Million
Previous $2.15 Billion
75.81%
% of portfolio
1.68%
Previous 1.98%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio