Ae Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
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 33,214 shares of SPIB stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
33,214
Previous 21,305
55.9%
Holding current value
$1.11 Million
Previous $718,000
51.53%
% of portfolio
0.01%
Previous 0.01%
Shares
30 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 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