Carson Allaria Wealth Management, Ltd. Spdr Portfolio Intermediate Te Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$32.38 - $32.91 $4,533 - $4,607	140 New	140 $4,000

Others Institutions Holding SPIB

# of Institutions

608

Shares Held

245M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.43 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.3M
Shares

$1.26 Billion
0.53% of portfolio
Envestnet Asset Management Inc

9.58M
Shares

$316 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.83M
Shares

$225 Million
0.22% of portfolio
Morgan Stanley New York, NY

5.5M
Shares

$181 Million
0.01% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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