Wbh Advisory Inc Spdr Portfolio Short Term Corp Transaction History
Wbh Advisory Inc
- $1.06 Billion
- Q1 2025
A detailed history of Wbh Advisory Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wbh Advisory Inc holds 11,033 shares of SPSB stock, worth $331,762. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,033
Previous 11,033
-0.0%
Holding current value
$331,762
Previous $329,000
0.91%
% of portfolio
0.03%
Previous 0.03%
Shares
8 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