Crestwood Advisors Group LLC Spdr Portfolio Short Term Corp Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 2024
A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 12,500 shares of SPSB stock, worth $374,625. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,500
Previous 12,500
-0.0%
Holding current value
$374,625
Previous $378,000
1.32%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
224MCall 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.7.74MShares$232 Million3.56% 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