Uptown Financial Advisors LLC Spdr Portfolio Short Term Corp Transaction History
Uptown Financial Advisors LLC
- $98 Billion
- Q1 2025
A detailed history of Uptown Financial Advisors LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 7,115 shares of SPSB stock, worth $213,948. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,115
Previous 7,115
-0.0%
Holding current value
$213,948
Previous $212 Million
0.8%
% of portfolio
0.22%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares 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