Cascade Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Cascade Financial Partners, LLC
- $872 Billion
- Q3 2025
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 88,785 shares of SPSB stock, worth $2.69 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
88,785
Previous 71,807
23.64%
Holding current value
$2.69 Million
Previous $2.17 Billion
24.05%
% of portfolio
0.31%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio