Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 80,345 shares of SPIB stock, worth $2.7 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
80,345
Previous 57,836
38.92%
Holding current value
$2.7 Million
Previous $1.89 Million
38.34%
% of portfolio
2.25%
Previous 1.62%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio