Kingswood Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,054 shares of SPSB stock, worth $750,617. This represents 0.06% of its overall portfolio holdings.
Number of Shares
25,054
Previous 18,069
38.66%
Holding current value
$750,617
Previous $547 Million
36.73%
% of portfolio
0.06%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio