Concord Wealth Partners Spdr Portfolio Intermediate Te Transaction History

Concord Wealth Partners

$559 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 30, 2024	BUY	$31.4 - $32.25 $314 - $322	10 New	10 $0
Q4 2022 Jan 27, 2023	BUY	$30.74 - $32.36 $307 - $323	10 New	10 $0
Q4 2021 Jan 21, 2022	BUY	$35.97 - $36.6 $359 - $366	10 New	10 $0

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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