Puff Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
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 77,786 shares of SPIB stock, worth $2.56 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
77,786Holding current value
$2.56 Million% of portfolio
4.44%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
572Shares Held
228MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
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Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio