Rfg Bristol Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Rfg Bristol Wealth Advisors, LLC
- $359 Billion
- Q4 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 14,024 shares of SPSB stock, worth $423,244. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,024
Previous 12,719
10.26%
Holding current value
$423,244
Previous $385 Million
9.93%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 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