Collaborative Wealth Managment Inc. Spdr Portfolio Intermediate Te Transaction History
Collaborative Wealth Managment Inc.
- $195 Million
- Q1 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 28,112 shares of SPIB stock, worth $921,792. This represents 0.47% of its overall portfolio holdings.
Number of Shares
28,112
Previous 27,052
3.92%
Holding current value
$921,792
Previous $888,000
3.38%
% of portfolio
0.47%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
514Shares Held
209MCall 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$961 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$519 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$409 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$279 Million0.07% of portfolio