Marion Wealth Management Spdr Portfolio Short Term Corp Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Marion Wealth Management holds 16,447 shares of SPSB stock, worth $495,877. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,447
Previous 18,427
10.75%
Holding current value
$495,877
Previous $550,000
10.18%
% of portfolio
0.13%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding SPSB
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.22 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Horizon Financial Services, LLC14.9MShares$450 Million11.46% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio