High Net Worth Advisory Group LLC Spdr Portfolio Short Term Corp Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 7,000 shares of SPSB stock, worth $209,720. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$209,720
Previous $211,000
0.95%
% of portfolio
0.06%
Previous 0.06%
Shares
2 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