Iht Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 122,511 shares of SPSB stock, worth $3.64 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
122,511
Previous 173,330
29.32%
Holding current value
$3.64 Million
Previous $5.16 Million
29.34%
% of portfolio
0.14%
Previous 0.23%
Shares
19 transactions
Others Institutions Holding SPSB
# of Institutions
544Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS30.9MShares$917 Million1.02% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$864 Million0.08% of portfolio
-
Valmark Advisers, Inc.6.67MShares$198 Million3.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.28MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$143 Million0.08% of portfolio