Iht Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
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 57,784 shares of SPSB stock, worth $1.75 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
57,784
Previous 78,252
26.16%
Holding current value
$1.75 Million
Previous $2.36 Million
25.94%
% of portfolio
0.05%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio