Accurate Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 79,049 shares of SPIB stock, worth $2.62 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
79,049
Previous 74,280
6.42%
Holding current value
$2.62 Million
Previous $2.43 Million
7.93%
% of portfolio
0.54%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
608Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio