Strategic Planning Group, LLC Spdr Portfolio Intermediate Te Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Strategic Planning Group, LLC holds 149,370 shares of SPIB stock, worth $4.94 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
149,370
Previous 142,759
4.63%
Holding current value
$4.94 Million
Previous $4.81 Billion
1.68%
% of portfolio
0.9%
Previous 0.95%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio