Alliance Wealth Management Group Spdr Portfolio Intermediate Te Transaction History
Alliance Wealth Management Group
- $382 Million
- Q1 2025
A detailed history of Alliance Wealth Management Group transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Alliance Wealth Management Group holds 121,726 shares of SPIB stock, worth $4.05 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
121,726
Previous 111,815
8.86%
Holding current value
$4.05 Million
Previous $3.66 Million
10.46%
% of portfolio
1.06%
Previous 0.96%
Shares
29 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