Atlantic Edge Private Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 62 shares of SPIB stock, worth $2,064. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 62
-0.0%
Holding current value
$2,064
Previous $2.09 Million
2.82%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio