Benchmark Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Benchmark Wealth Management, LLC
- $202 Million
- Q3 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 13,056 shares of SPIP stock, worth $333,450. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,056
Previous 12,860
1.52%
Holding current value
$333,450
Previous $326,000
5.21%
% of portfolio
0.17%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding SPIP
# of Institutions
230Shares Held
21.6MCall Options Held
25.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.6MShares$92.1 Million0.02% of portfolio
-
State Street Corp Boston, MA1.86MShares$47.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$36.1 Million0.02% of portfolio
-
Pure Financial Advisors, LLC1.16MShares$29.7 Million0.76% of portfolio
-
Cerity Partners LLC New York, NY889KShares$22.7 Million0.05% of portfolio