Cornerstone Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 280,429 shares of SPIB stock, worth $9.33 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
280,429
Previous 260,634
7.59%
Holding current value
$9.33 Million
Previous $8.54 Million
9.14%
% of portfolio
0.65%
Previous 0.59%
Shares
26 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio