Cascade Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
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 7,054 shares of SPSB stock, worth $211,337. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,054Holding current value
$211,337% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
563Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
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Jpmorgan Chase & CO New York, NY19.1MShares$573 Million0.05% of portfolio
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Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
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Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio