Windward Private Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 54,306 shares of SPSB stock, worth $1.64 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
54,306
Previous 54,955
1.18%
Holding current value
$1.64 Million
Previous $1.64 Million
1.47%
% of portfolio
0.65%
Previous 0.67%
Shares
15 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$539 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$217 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio