Windward Private Wealth Management Inc. Spdr Portfolio Short Term Corp Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q4 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 40,262 shares of SPSB stock, worth $1.21 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
40,262
Previous 43,538
7.52%
Holding current value
$1.21 Million
Previous $1.32 Million
8.8%
% of portfolio
0.47%
Previous 0.51%
Shares
17 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
-
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