Brophy Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
A detailed history of Brophy Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Brophy Wealth Management, LLC holds 59,057 shares of SPIB stock, worth $1.96 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
59,057Holding current value
$1.96 Million% of portfolio
0.71%Shares
1 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