Modera Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 8,234 shares of SPSB stock, worth $248,502. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,234
Previous 8,234
-0.0%
Holding current value
$248,502
Previous $248,000
0.4%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
211MCall 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