Beam Wealth Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 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 20,100 shares of SPSB stock, worth $598,980. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,100
Previous 19,456
3.31%
Holding current value
$598,980
Previous $577,000
5.37%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$570 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio