Rockbridge Investment Management, Lcc Spdr Portfolio Short Term Corp Transaction History
Rockbridge Investment Management, Lcc
- $780 Billion
- Q4 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 43,633 shares of SPSB stock, worth $1.31 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
43,633
Previous 44,594
2.15%
Holding current value
$1.31 Million
Previous $1.35 Billion
3.51%
% of portfolio
0.17%
Previous 0.17%
Shares
19 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares Held
239MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$448 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio