Bartlett & Co. Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 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 136,566 shares of SPSB stock, worth $4.1 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
136,566
Previous 135,842
0.53%
Holding current value
$4.1 Million
Previous $4.11 Billion
0.86%
% of portfolio
0.06%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares 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