First Purpose Wealth LLC Spdr Portfolio Short Term Corp Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, First Purpose Wealth LLC holds 27,046 shares of SPSB stock, worth $805,429. This represents 0.29% of its overall portfolio holdings.
Number of Shares
27,046
Previous 27,119
0.27%
Holding current value
$805,429
Previous $807,000
0.25%
% of portfolio
0.29%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.1 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$569 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio