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 $1.94 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
59,057Holding current value
$1.94 Million% of portfolio
0.71%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
529Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio