United Financial Planning Group LLC Spdr Portfolio Short Term Corp Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, United Financial Planning Group LLC holds 292 shares of SPSB stock, worth $8,812. This represents 0.01% of its overall portfolio holdings.
Number of Shares
292Holding current value
$8,812% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPSB
# of Institutions
621Shares Held
202MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
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Valmark Advisers, Inc.8.4MShares$253 Million3.35% of portfolio
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Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
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Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.92MShares$148 Million0.01% of portfolio