Stone Point Wealth LLC Spdr Portfolio Short Term Corp Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Stone Point Wealth LLC holds 22,371 shares of SPSB stock, worth $669,116. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,371
Previous 22,371
-0.0%
Holding current value
$669,116
Previous $664,000
1.96%
% of portfolio
0.22%
Previous 0.24%
Shares
11 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