Roundview Capital LLC Spdr Portfolio Short Term Corp Transaction History
Roundview Capital LLC
- $1.2 Billion
- Q1 2024
A detailed history of Roundview Capital LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Roundview Capital LLC holds 58,952 shares of SPSB stock, worth $1.75 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
58,952
Previous 59,102
0.25%
Holding current value
$1.75 Million
Previous $1.76 Million
0.28%
% of portfolio
0.15%
Previous 0.17%
Shares
18 transactions
Others Institutions Holding SPSB
# of Institutions
546Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$864 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio