Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $102 Billion
- Q2 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 29,230 shares of SPIP stock, worth $773,425. This represents 0.74% of its overall portfolio holdings.
Number of Shares
29,230
Previous 31,146
6.15%
Holding current value
$773,425
Previous $822 Million
7.29%
% of portfolio
0.74%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding SPIP
# of Institutions
237Shares Held
28.1MCall Options Held
12.5KPut Options Held
0-
State Street Corp Boston, MA3.78MShares$100 Million0.0% of portfolio
-
Cwm, LLC3.54MShares$93.7 Million0.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.21MShares$84.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.4MShares$37.2 Million0.01% of portfolio
-
3 Edge Asset Management, LP1.28MShares$33.8 Million2.41% of portfolio