Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
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 14,146 shares of SPSB stock, worth $426,926. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,146
Previous 14,148
0.01%
Holding current value
$426,926
Previous $427,000
0.23%
% of portfolio
0.14%
Previous 0.15%
Shares
18 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.8.4MShares$253 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