Oak Harbor Wealth Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Oak Harbor Wealth Partners, LLC
- $340 Million
- Q4 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 484 shares of SPSB stock, worth $14,534. This represents 0.0% of its overall portfolio holdings.
Number of Shares
484
Previous 1,484
67.39%
Holding current value
$14,534
Previous $44,000
68.18%
% of portfolio
0.0%
Previous 0.01%
Shares
3 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