Lodestone Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,200 shares of SPSB stock, worth $126,756. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,200Holding current value
$126,756% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
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Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
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Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
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Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio