Sea Crest Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Sea Crest Wealth Management, LLC
- $874 Million
- Q2 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 37,369 shares of SPSB stock, worth $1.13 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
37,369
Previous 37,369
-0.0%
Holding current value
$1.13 Million
Previous $1.12 Million
0.36%
% of portfolio
0.13%
Previous 0.13%
Shares
23 transactions
Others Institutions Holding SPSB
# of Institutions
624Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$148 Million0.01% of portfolio