Atticus Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Atticus Wealth Management, LLC
- $281 Million
- Q1 2025
A detailed history of Atticus Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 34,977 shares of SPIB stock, worth $1.16 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
34,977
Previous 32,796
6.65%
Holding current value
$1.16 Million
Previous $1.07 Million
8.19%
% of portfolio
0.41%
Previous 0.37%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares 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