Spring Vest Wealth Management LLC Spdr Portfolio Short Term Corp Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
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 23,935 shares of SPSB stock, worth $722,358. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,935
Previous 23,972
0.15%
Holding current value
$722,358
Previous $724 Million
0.18%
% of portfolio
0.53%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.4MShares$253 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