Private Wealth Management Group, LLC Spdr Portfolio Intermediate Te Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 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 6,720 shares of SPIB stock, worth $224,448. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,720
Previous 6,452
4.15%
Holding current value
$224,448
Previous $211 Million
3.74%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$295 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$239 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$198 Million0.05% of portfolio