Wfa Of San Diego, LLC Spdr Portfolio Short Term Corp Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 76 shares of SPSB stock, worth $2,299. This represents 0.0% of its overall portfolio holdings.
Number of Shares
76
Previous 1,324
94.26%
Holding current value
$2,299
Previous $40,000
95.0%
% of portfolio
0.0%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SPSB
# of Institutions
622Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio