Marion Wealth Management Spdr Portfolio Short Term Corp Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
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 18,427 shares of SPSB stock, worth $551,335. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,427
Previous 18,123
1.68%
Holding current value
$551,335
Previous $548,000
0.36%
% of portfolio
0.15%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
192MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio