Smart Wealth LLC Spdr Portfolio Short Term Corp Transaction History
Smart Wealth LLC
- $255 Billion
- Q3 2024
A detailed history of Smart Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Smart Wealth LLC holds 46,500 shares of SPSB stock, worth $1.39 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
46,500
Previous 60,168
22.72%
Holding current value
$1.39 Million
Previous $1.79 Billion
21.21%
% of portfolio
0.55%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
566Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio