Impact Partnership Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Impact Partnership Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 166,801 shares of SPSB stock, worth $5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
166,801
Previous 227,711
26.75%
Holding current value
$5 Million
Previous $6.9 Billion
27.76%
% of portfolio
1.01%
Previous 1.56%
Shares
6 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$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