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 $8.02 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
268,532Holding current value
$8.02 Million% of portfolio
2.63%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
604Shares Held
215MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY37.6MShares$1.12 Billion0.09% of portfolio
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Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% 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$169 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio