Uptown Financial Advisors LLC Spdr Portfolio Short Term Corp Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
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 $213,876. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,115Holding current value
$213,876% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
616Shares Held
239MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Horizon Financial Services, LLC14.9MShares$448 Million11.46% of portfolio
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Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio