Napa Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
A detailed history of Napa Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Napa Wealth Management holds 26,827 shares of SPIP stock, worth $705,550. This represents 0.46% of its overall portfolio holdings.
Number of Shares
26,827
Previous 13,689
95.97%
Holding current value
$705,550
Previous $351 Million
94.45%
% of portfolio
0.46%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPIP
# of Institutions
240Shares Held
25.7MCall Options Held
4.5KPut Options Held
4K-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$99.1 Million0.02% of portfolio
-
State Street Corp Boston, MA1.97MShares$51.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.62MShares$42.7 Million0.02% of portfolio
-
Great Valley Advisor Group, Inc.1.34MShares$35.3 Million0.99% of portfolio
-
Pure Financial Advisors, LLC1.18MShares$31 Million0.85% of portfolio