Iag Wealth Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 8,500 shares of SPSB stock, worth $254,575. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,500
Previous 9,820
13.44%
Holding current value
$254,575
Previous $297,000
14.81%
% of portfolio
0.05%
Previous 0.06%
Shares
20 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