Iag Wealth Partners, LLC Spdr Portfolio Short Term Corp Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 9,820 shares of SPSB stock, worth $294,109. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,820
Previous 11,068
11.28%
Holding current value
$294,109
Previous $328,000
9.45%
% of portfolio
0.06%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding SPSB
# of Institutions
566Shares Held
191MCall 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$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio