Cascade Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 7,654 shares of SPSB stock, worth $229,313. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,654
Previous 7,054
8.51%
Holding current value
$229,313
Previous $212 Million
7.82%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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