Wfa Of San Diego, LLC Spdr Portfolio Short Term Corp Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,324 shares of SPSB stock, worth $39,667. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,324
Previous 1,324
-0.0%
Holding current value
$39,667
Previous $39,000
2.56%
% of portfolio
0.03%
Previous 0.04%
Shares
12 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$224 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