Trail Ridge Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Trail Ridge Investment Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 24,196 shares of SPSB stock, worth $722,976. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,196
Previous 24,051
0.6%
Holding current value
$722,976
Previous $728,000
0.82%
% of portfolio
0.35%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
586Shares Held
195MCall 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$571 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% 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