Soa Wealth Advisors, Llc. Spdr Portfolio Short Term Corp Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 185 shares of SPSB stock, worth $5,533. This represents 0.0% of its overall portfolio holdings.
Number of Shares
185
Previous 185
-0.0%
Holding current value
$5,533
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
563Shares 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