Spring Vest Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 23,676 shares of SPSB stock, worth $711,937. This represents 0.59% of its overall portfolio holdings.
Number of Shares
23,676
Previous 22,640
4.58%
Holding current value
$711,937
Previous $676 Million
5.42%
% of portfolio
0.59%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
615Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio