Bogart Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bogart Wealth, LLC holds 109 shares of SPSB stock, worth $3,280. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$3,280
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares 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$171 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio