Private Wealth Management Group, LLC Spdr Portfolio Intermediate Te Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 11,179 shares of SPIB stock, worth $370,695. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,179
Previous 6,720
66.35%
Holding current value
$370,695
Previous $219 Million
72.23%
% of portfolio
0.15%
Previous 0.09%
Shares
4 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$1.48 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$335 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$230 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio