Sea Crest Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 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 $1.12 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
37,369
Previous 41,869
10.75%
Holding current value
$1.12 Million
Previous $1.25 Million
10.08%
% of portfolio
0.13%
Previous 0.14%
Shares
23 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
223MCall 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
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio