Impact Partnership Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Impact Partnership Wealth, LLC
- $443 Billion
- Q3 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 227,711 shares of SPSB stock, worth $6.78 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
227,711
Previous 180,928
25.86%
Holding current value
$6.78 Million
Previous $5.37 Billion
28.32%
% of portfolio
1.56%
Previous 1.41%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.1 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$569 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio