Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Juncture Wealth Strategies, LLC
- $258 Million
- Q3 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 15,379 shares of SPSB stock, worth $461,523. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,379
Previous 15,561
1.17%
Holding current value
$461,523
Previous $462,000
0.65%
% of portfolio
0.18%
Previous 0.19%
Shares
14 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$536 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio