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 $8.1 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
268,532Holding current value
$8.1 Million% of portfolio
2.63%Shares
1 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
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
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Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio