Abound Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$25.0 - $25.54 $25 - $25	1 New	1 $15,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.5 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.3 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.14M
Shares

$29.4 Million
0.68% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.8 Million
0.05% of portfolio

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