Epg Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Epg Wealth Management LLC
- $372 Billion
- Q4 2025
A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Epg Wealth Management LLC holds 133 shares of SPSB stock, worth $4,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$4,013
Previous $4.03 Million
0.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio