Navigation Wealth Management, Inc. Spdr Portfolio Intermediate Te Transaction History
Navigation Wealth Management, Inc.
- $65.6 Million
- Q2 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 14,994 shares of SPIB stock, worth $502,149. This represents 0.77% of its overall portfolio holdings.
Number of Shares
14,994Holding current value
$502,149% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio