Iht Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 119,422 shares of SPSB stock, worth $3.58 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
119,422
Previous 123,448
3.26%
Holding current value
$3.58 Million
Previous $3.67 Million
1.36%
% of portfolio
0.11%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding SPSB
# of Institutions
568Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$573 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio