Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Juncture Wealth Strategies, LLC
- $267 Million
- Q4 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 15,243 shares of SPSB stock, worth $455,460. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,243
Previous 15,379
0.88%
Holding current value
$455,460
Previous $465,000
2.15%
% of portfolio
0.17%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding SPSB
# of Institutions
586Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$571 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio