Wells Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 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 5,679 shares of SPSB stock, worth $170,710. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,679
Previous 5,318
6.79%
Holding current value
$170,710
Previous $161,000
4.97%
% of portfolio
0.23%
Previous 0.22%
Shares
17 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
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$448 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio