Bartlett & Co. Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 135,842 shares of SPSB stock, worth $4.08 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
135,842
Previous 147,212
7.72%
Holding current value
$4.08 Million
Previous $4.37 Billion
5.92%
% of portfolio
0.06%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$536 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio