Connecticut Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 7,340 shares of SPIB stock, worth $247,064. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,340
Previous 7,340
-0.0%
Holding current value
$247,064
Previous $239,000
0.42%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio