Sweet Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 271,426 shares of SPSB stock, worth $8.19 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
271,426
Previous 274,592
1.15%
Holding current value
$8.19 Million
Previous $8.16 Million
0.77%
% of portfolio
1.84%
Previous 1.92%
Shares
7 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