Annapolis Financial Services, LLC Spdr Portfolio Intermediate Te Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 2,960 shares of SPIB stock, worth $98,449. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,960
Previous 2,960
-0.0%
Holding current value
$98,449
Previous $96,000
3.13%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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