Wj Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Wj Wealth Management, LLC
- $249 Million
- Q1 2024
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 17,520 shares of SPSB stock, worth $518,767. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,520
Previous 19,370
9.55%
Holding current value
$518,767
Previous $576,000
9.55%
% of portfolio
0.21%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$915 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$861 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio