Verus Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Verus Wealth Management, LLC
- $89.2 Billion
- Q4 2024
A detailed history of Verus Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Verus Wealth Management, LLC holds 34,918 shares of SPIB stock, worth $1.15 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
34,918
Previous 34,918
-0.0%
Holding current value
$1.15 Million
Previous $1.14 Billion
-0.0%
% of portfolio
1.28%
Previous 1.28%
Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
546Shares Held
217MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio