Cornerstone Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cornerstone Wealth Management, LLC
- $1.21 Billion
- Q1 2024
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 176,157 shares of SPIB stock, worth $5.74 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
176,157
Previous 161,340
9.18%
Holding current value
$5.74 Million
Previous $5.3 Million
8.72%
% of portfolio
0.48%
Previous 0.46%
Shares
22 transactions
Others Institutions Holding SPIB
# of Institutions
511Shares Held
208MCall 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$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio