Puff Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of Puff Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Puff Wealth Management, LLC holds 72,630 shares of SPIB stock, worth $2.4 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
72,630
Previous 77,786
6.63%
Holding current value
$2.4 Million
Previous $2.55 Billion
5.26%
% of portfolio
2.26%
Previous 4.44%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$327 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$230 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$181 Million1.5% of portfolio