Simplicity Wealth,Llc Spdr Portfolio Short Term Corp Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,720 shares of SPSB stock, worth $503,606. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,720
Previous 7,630
119.13%
Holding current value
$503,606
Previous $229,000
120.09%
% of portfolio
0.02%
Previous 0.02%
Shares
8 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