Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 160,341 shares of SPSB stock, worth $4.8 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
160,341
Previous 159,621
0.45%
Holding current value
$4.8 Million
Previous $4.83 Million
0.95%
% of portfolio
4.27%
Previous 3.94%
Shares
5 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