Simplicity Wealth,Llc Spdr Portfolio Short Term Corp Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

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 8,227 shares of SPSB stock, worth $246,480. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,227
Previous 10,982 25.09%
Holding current value
$246,480
Previous $326,000 23.62%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$29.58 - $30.31 $81,492 - $83,504
-2,755 Reduced 25.09%
8,227 $249,000
Q2 2024

Jul 10, 2024
BUY
$29.51 - $29.7 $10,653 - $10,721
361 Added 3.4%
10,982 $326,000
Q1 2024

Apr 24, 2024
BUY
$29.65 - $29.92 $13,075 - $13,194
441 Added 4.33%
10,621 $316,000
Q4 2023

Jan 29, 2024
BUY
$29.14 - $29.78 $54,491 - $55,688
1,870 Added 22.5%
10,180 $303,000
Q3 2023

Oct 19, 2023
SELL
$29.26 - $29.5 $368,822 - $371,847
-12,605 Reduced 60.27%
8,310 $243,000
Q2 2023

Jul 26, 2023
BUY
$29.36 - $29.7 $614,064 - $621,175
20,915 New
20,915 $615,000

Others Institutions Holding SPSB

# of Institutions
563
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

SPSB Quotes by TradingView
  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email