Atlantic Edge Private Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 62 shares of SPIB stock, worth $2,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 62
-0.0%
Holding current value
$2,042
Previous $2.09 Million
2.82%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
557Shares Held
219MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio