Revisor Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 2024
A detailed history of Revisor Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Revisor Wealth Management LLC holds 227,426 shares of SPSB stock, worth $6.79 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
227,426
Previous 379,981
40.15%
Holding current value
$6.79 Million
Previous $11.3 Billion
40.3%
% of portfolio
4.69%
Previous 5.12%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$533 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$149 Million0.08% of portfolio