Creative One Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Creative One Wealth, LLC
- $2.98 Billion
- Q1 2025
A detailed history of Creative One Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Creative One Wealth, LLC holds 222,625 shares of SPSB stock, worth $6.71 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
222,625
Previous 240,497
7.43%
Holding current value
$6.71 Million
Previous $7.18 Million
6.68%
% of portfolio
0.23%
Previous 0.24%
Shares
23 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