Capital Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Capital Wealth Management, LLC
- $233 Million
- Q4 2024
A detailed history of Capital Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Capital Wealth Management, LLC holds 870,874 shares of SPSB stock, worth $26.1 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
870,874
Previous 828,612
5.1%
Holding current value
$26.1 Million
Previous $25.1 Million
3.64%
% of portfolio
11.15%
Previous 10.75%
Shares
11 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
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 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