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 $642,261. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,492
Previous 12,797
52.32%
Holding current value
$642,261
Previous $418 Million
51.71%
% of portfolio
0.31%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
534Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio