Cypress Financial Planning LLC Spdr Portfolio Short Term Corp Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cypress Financial Planning LLC holds 6,869 shares of SPSB stock, worth $206,207. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,869
Previous 6,784
1.25%
Holding current value
$206,207
Previous $205,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
572Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$574 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$162 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$151 Million0.01% of portfolio