Adams Wealth Management Spdr Portfolio Intermediate Te Transaction History
Adams Wealth Management
- $433 Million
- Q3 2024
A detailed history of Adams Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Adams Wealth Management holds 108,846 shares of SPIB stock, worth $3.6 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
108,846
Previous 116,718
6.74%
Holding current value
$3.6 Million
Previous $3.8 Million
3.45%
% of portfolio
0.85%
Previous 0.94%
Shares
19 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio