Key Client Fiduciary Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,595 shares of SPSB stock, worth $227,698. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,595
Previous 7,595
-0.0%
Holding current value
$227,698
Previous $229,000
1.31%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares 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