Wt Wealth Management Spdr Portfolio Short Term Corp Transaction History
Wt Wealth Management
- $240 Million
- Q4 2023
A detailed history of Wt Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wt Wealth Management holds 10,000 shares of SPSB stock, worth $296,500. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,035
0.35%
Holding current value
$296,500
Previous $294,000
1.02%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
545Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$916 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$863 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio