Gentry Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Gentry Private Wealth, LLC
- $122 Billion
- Q3 2024
A detailed history of Gentry Private Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 108,572 shares of SPIB stock, worth $3.58 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
108,572
Previous 100,759
7.75%
Holding current value
$3.58 Million
Previous $3.28 Billion
11.56%
% of portfolio
2.99%
Previous 2.88%
Shares
2 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$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio