Simplicity Wealth,Llc Spdr Portfolio Short Term Corp Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 7,630 shares of SPSB stock, worth $228,823. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,630Holding current value
$228,823% of portfolio
0.02%Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
612Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
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Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
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Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
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Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio