Beam Wealth Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 19,822 shares of SPSB stock, worth $592,281. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,822
Previous 20,100 1.38%
Holding current value
$592,281
Previous $608,000 2.8%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$29.77 - $30.19 $8,276 - $8,392
-278 Reduced 1.38%
19,822 $591,000
Q3 2024

Nov 04, 2024
BUY
$29.58 - $30.31 $19,049 - $19,519
644 Added 3.31%
20,100 $608,000
Q2 2024

Aug 07, 2024
BUY
$29.51 - $29.7 $574,146 - $577,843
19,456 New
19,456 $577,000

Others Institutions Holding SPSB

# of Institutions
586
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

SPSB Quotes by TradingView
  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email