Adams Wealth Management Spdr Portfolio Intermediate Te Transaction History
Adams Wealth Management
- $484 Million
- Q4 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 111,115 shares of SPIB stock, worth $3.68 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
111,115
Previous 108,846
2.08%
Holding current value
$3.68 Million
Previous $3.67 Million
0.79%
% of portfolio
0.75%
Previous 0.85%
Shares
20 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares Held
243MCall 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$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio