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 $97,768. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,960
Previous 2,960
-0.0%
Holding current value
$97,768
Previous $96,000
3.13%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio