Ae Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Ae Wealth Management LLC holds 27,984 shares of SPIB stock, worth $930,747. This represents 0.01% of its overall portfolio holdings.
Number of Shares
27,984
Previous 33,214
15.75%
Holding current value
$930,747
Previous $1.09 Million
14.52%
% of portfolio
0.01%
Previous 0.01%
Shares
31 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio