Journey Strategic Wealth LLC Spdr Portfolio Short Term Corp Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 19,968 shares of SPSB stock, worth $600,038. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,968
Previous 42,043
52.51%
Holding current value
$600,038
Previous $1.27 Million
53.18%
% of portfolio
0.02%
Previous 0.05%
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$225 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