Wells Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wells Financial Advisors Inc holds 38,451 shares of SPSB stock, worth $1.14 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
38,451
Previous 39,453
2.54%
Holding current value
$1.14 Million
Previous $1.17 Million
2.56%
% of portfolio
0.8%
Previous 0.85%
Shares
14 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$915 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$861 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio