Sky Oak Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Sky Oak Wealth, LLC
- $417 Million
- Q1 2024
A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 9,709 shares of SPSB stock, worth $287,483. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,709
Previous 9,709
-0.0%
Holding current value
$287,483
Previous $289,000
-0.0%
% of portfolio
0.07%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$915 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$861 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio