Simplicity Wealth,Llc Spdr Portfolio Short Term Corp Call Options Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding SPSB
# of Institutions
606Shares Held
215MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
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Jpmorgan Chase & CO New York, NY25MShares$755 Million0.06% of portfolio
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Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
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Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
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Morgan Stanley New York, NY5.16MShares$156 Million0.01% of portfolio