All Square Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
All Square Wealth Management LLC
- $166 Million
- Q1 2025
A detailed history of All Square Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, All Square Wealth Management LLC holds 317 shares of SPIB stock, worth $10,543. This represents 0.01% of its overall portfolio holdings.
Number of Shares
317
Previous 317
-0.0%
Holding current value
$10,543
Previous $10,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares 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