N.E.W. Advisory Services LLC Spdr Portfolio Short Term Corp Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 141,501 shares of SPSB stock, worth $4.26 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
141,501
Previous 140,392
0.79%
Holding current value
$4.26 Million
Previous $4.25 Million
0.61%
% of portfolio
0.41%
Previous 0.42%
Shares
20 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares 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