Portside Wealth Group, LLC Spdr Portfolio Short Term Corp Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 50,071 shares of SPSB stock, worth $1.5 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
50,071
Previous 50,553
0.95%
Holding current value
$1.5 Million
Previous $1.53 Billion
0.95%
% of portfolio
0.26%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
568Shares Held
193MCall 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$573 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio