Rfg Bristol Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 190,269 shares of SPSB stock, worth $5.72 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
190,269
Previous 268,532
29.14%
Holding current value
$5.72 Million
Previous $8.02 Billion
28.58%
% of portfolio
1.92%
Previous 2.63%
Shares
2 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