Spring Vest Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 22,640 shares of SPSB stock, worth $678,520. This represents 0.58% of its overall portfolio holdings.
Number of Shares
22,640Holding current value
$678,520% of portfolio
0.58%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio