Adams Wealth Management Spdr Portfolio Intermediate Te Transaction History
Adams Wealth Management
- $404 Million
- Q2 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 116,718 shares of SPIB stock, worth $3.94 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
116,718
Previous 118,411
1.43%
Holding current value
$3.94 Million
Previous $3.87 Million
1.81%
% of portfolio
0.94%
Previous 1.01%
Shares
18 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.47 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.1 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$298 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$242 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$200 Million0.05% of portfolio