Trail Ridge Investment Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Trail Ridge Investment Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 24,196 shares of SPSB stock, worth $726,847. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,196
Previous 24,051
0.6%
Holding current value
$726,847
Previous $728,000
0.82%
% of portfolio
0.35%
Previous 0.35%
Shares
9 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
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio