Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 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 81,098 shares of SPIB stock, worth $2.67 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
81,098
Previous 80,345
0.94%
Holding current value
$2.67 Million
Previous $2.62 Million
4.51%
% of portfolio
2.23%
Previous 2.25%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio