Axxcess Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Axxcess Wealth Management, LLC
- $3.47 Billion
- Q1 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 75,559 shares of SPIB stock, worth $2.46 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
75,559
Previous 70,780
6.75%
Holding current value
$2.46 Million
Previous $2.32 Million
6.33%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
511Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio