Impact Partnership Wealth, LLC Spdr Portfolio Short Term Corp Transaction History
Impact Partnership Wealth, LLC
- $468 Billion
- Q1 2025
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 314,800 shares of SPSB stock, worth $9.48 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
314,800
Previous 166,801
88.73%
Holding current value
$9.48 Million
Previous $4.98 Billion
90.24%
% of portfolio
2.02%
Previous 1.01%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
617Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio