Burling Wealth Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Burling Wealth Partners, LLC
- $490 Billion
- Q4 2024
A detailed history of Burling Wealth Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 84,544 shares of SPSB stock, worth $2.53 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
84,544Holding current value
$2.53 Million% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio