Rfg Bristol Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Rfg Bristol Wealth Advisors, LLC
- $305 Billion
- Q4 2024
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 268,532 shares of SPSB stock, worth $8.05 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
268,532Holding current value
$8.05 Million% of portfolio
2.63%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio