Cornerstone Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 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 260,634 shares of SPIB stock, worth $8.56 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
260,634
Previous 213,384
22.14%
Holding current value
$8.56 Million
Previous $7.19 Million
18.7%
% of portfolio
0.59%
Previous 0.52%
Shares
25 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio