Wescott Financial Advisory Group, LLC Spdr Portfolio Short Term Corp Transaction History
Wescott Financial Advisory Group, LLC
- $710 Million
- Q1 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 59,347 shares of SPSB stock, worth $1.76 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
59,347
Previous 80,218
26.02%
Holding current value
$1.76 Million
Previous $2.39 Million
26.05%
% of portfolio
0.25%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$918 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$865 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio