Wescott Financial Advisory Group, LLC Spdr Portfolio Short Term Corp Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 59,224 shares of SPSB stock, worth $1.78 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
59,224
Previous 58,671
0.94%
Holding current value
$1.78 Million
Previous $1.78 Million
0.45%
% of portfolio
0.21%
Previous 0.22%
Shares
12 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