Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio Short Term Corp Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 12,312 shares of SPSB stock, worth $368,744. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,312Holding current value
$368,744% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares Held
218MCall 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$224 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