Winch Advisory Services, LLC Spdr Portfolio Short Term Corp Transaction History
Winch Advisory Services, LLC
- $334 Million
- Q2 2024
A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Winch Advisory Services, LLC holds 996 shares of SPSB stock, worth $29,939. This represents 0.01% of its overall portfolio holdings.
Number of Shares
996
Previous 1,164
14.43%
Holding current value
$29,939
Previous $34,000
14.71%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio