Altus Wealth Group LLC Spdr Portfolio Intermediate Te Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Altus Wealth Group LLC holds 25,542 shares of SPIB stock, worth $850,548. This represents 0.38% of its overall portfolio holdings.
Number of Shares
25,542
Previous 22,484
13.6%
Holding current value
$850,548
Previous $757,000
10.44%
% of portfolio
0.38%
Previous 0.33%
Shares
4 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