Steward Partners Investment Advisory, LLC Spdr Portfolio Short Term Corp Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 87,764 shares of SPSB stock, worth $2.64 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
87,764
Previous 87,061
0.81%
Holding current value
$2.64 Million
Previous $2.59 Million
0.58%
% of portfolio
0.03%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio