Parcion Private Wealth LLC Spdr Portfolio Short Term Corp Transaction History
Parcion Private Wealth LLC
- $1.27 Billion
- Q4 2024
A detailed history of Parcion Private Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Parcion Private Wealth LLC holds 125,717 shares of SPSB stock, worth $3.78 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
125,717
Previous 132,769
5.31%
Holding current value
$3.78 Million
Previous $4.02 Million
6.64%
% of portfolio
0.29%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
608Shares Held
219MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$171 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio