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 $505,947. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,720
Previous 7,630
119.13%
Holding current value
$505,947
Previous $229,000
120.09%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares 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$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.4MShares$254 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio