Creative One Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Creative One Wealth, LLC holds 29,721 shares of SPIB stock, worth $978,415. This represents 0.04% of its overall portfolio holdings.
Number of Shares
29,721
Previous 22,695
30.96%
Holding current value
$978,415
Previous $739,000
35.45%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio