Integrated Wealth Concepts LLC Spdr Portfolio Short Term Corp Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,769 shares of SPSB stock, worth $624,316. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,769
Previous 21,948
5.37%
Holding current value
$624,316
Previous $653,000
5.67%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.02 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$537 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$216 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$150 Million0.08% of portfolio