Financial Plan, Inc. Spdr Portfolio Short Term Corp Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Financial Plan, Inc. holds 140,432 shares of SPSB stock, worth $4.24 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
140,432Holding current value
$4.24 Million% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
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Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio