Concord Wealth Partners Spdr Portfolio Short Term Corp Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Concord Wealth Partners holds 1,285,179 shares of SPSB stock, worth $38.3 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
1,285,179
Previous 1,246,249
3.12%
Holding current value
$38.3 Million
Previous $37 Million
5.14%
% of portfolio
6.58%
Previous 6.62%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.1 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$569 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