Cascade Financial Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Cascade Financial Partners, LLC
- $793 Billion
- Q1 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 61,781 shares of SPSB stock, worth $1.86 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
61,781
Previous 7,654
707.17%
Holding current value
$1.86 Million
Previous $229 Million
713.66%
% of portfolio
0.23%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio