Bartlett & Co. Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 162,235 shares of SPIB stock, worth $5.31 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
162,235
Previous 163,292
0.65%
Holding current value
$5.31 Million
Previous $5.32 Billion
2.86%
% of portfolio
0.08%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio