Forza Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forza Wealth Management, LLC holds 18,510 shares of SPIB stock, worth $607,313. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,510
Previous 18,510
-0.0%
Holding current value
$607,313
Previous $605 Million
0.4%
% of portfolio
0.31%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
515Shares Held
210MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$962 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$519 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$410 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$279 Million0.07% of portfolio