Wealthquest Corp Spdr Portfolio Short Term Corp Transaction History
Wealthquest Corp
- $781 Million
- Q1 2024
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$917 Million1.02% of portfolio
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Jpmorgan Chase & CO New York, NY29.1MShares$864 Million0.08% of portfolio
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Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
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Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio