Avantax Advisory Services, Inc. Spdr Portfolio Short Term Corp Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 511,089 shares of SPSB stock, worth $15.4 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
511,089
Previous 466,711
9.51%
Holding current value
$15.4 Million
Previous $14.1 Million
7.99%
% of portfolio
0.1%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares 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$225 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