Jpl Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 19,492 shares of SPIB stock, worth $656,100. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,492
Previous 12,797
52.32%
Holding current value
$656,100
Previous $418 Million
51.71%
% of portfolio
0.31%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio