Cornerstone Planning Group LLC Spdr Portfolio Intermediate Te Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 27,110 shares of SPIB stock, worth $912,522. This represents 0.26% of its overall portfolio holdings.
Number of Shares
27,110
Previous 137
19688.32%
Holding current value
$912,522
Previous $4.43 Million
20225.93%
% of portfolio
0.26%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares 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