Lifeworks Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 56,464 shares of SPSB stock, worth $1.68 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
56,464
Previous 17,160
229.04%
Holding current value
$1.68 Million
Previous $509,000
235.76%
% of portfolio
0.34%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall 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$570 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio