Convergence Financial, LLC Spdr Portfolio Short Term Corp Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Convergence Financial, LLC holds 287,965 shares of SPSB stock, worth $8.61 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
287,965
Previous 291,313
1.15%
Holding current value
$8.61 Million
Previous $8.65 Billion
0.78%
% of portfolio
1.85%
Previous 2.29%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$534 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$149 Million0.08% of portfolio