Wj Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wj Wealth Management, LLC holds 11,080 shares of SPSB stock, worth $334,062. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,080
Previous 6,752
64.1%
Holding current value
$334,062
Previous $201,000
65.67%
% of portfolio
0.14%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio