Abound Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History

Abound Wealth Management

$301 Billion
Q3 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

229

Shares Held

24.4M

Call Options Held

4.5K

Put Options Held

4K

Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$97.2 Million
0.02% of portfolio
State Street Corp Boston, MA

1.97M
Shares

$50.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.5 Million
0.02% of portfolio
Great Valley Advisor Group, Inc.

1.34M
Shares

$34.7 Million
0.99% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$30 Million
0.76% of portfolio

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