Wellington Wealth Strategies, Llc. Spdr Portfolio Short Term Corp Transaction History
Wellington Wealth Strategies, Llc.
- $110 Billion
- Q4 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 92,773 shares of SPSB stock, worth $2.78 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
92,773
Previous 110,948
16.38%
Holding current value
$2.78 Million
Previous $3.33 Billion
16.66%
% of portfolio
2.53%
Previous 2.53%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio