Wr Wealth Planners, LLC Spdr Portfolio Short Term Corp Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 23 shares of SPSB stock, worth $691. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 23
-0.0%
Holding current value
$691
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
611Shares 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