Parcion Private Wealth LLC Spdr Portfolio Short Term Corp Transaction History
Parcion Private Wealth LLC
- $1.87 Billion
- Q2 2025
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 140,310 shares of SPSB stock, worth $4.24 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
140,310
Previous 127,402
10.13%
Holding current value
$4.24 Million
Previous $3.83 Million
10.46%
% of portfolio
0.23%
Previous 0.32%
Shares
13 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio