Barnes Wealth Management Group, Inc Spdr Portfolio Intermediate Te Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 7,503 shares of SPIB stock, worth $250,900. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,503
Previous 12,392
39.45%
Holding current value
$250,900
Previous $406 Million
38.57%
% of portfolio
0.16%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio