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 $972,768. This represents 0.04% of its overall portfolio holdings.
Number of Shares
29,721
Previous 22,695
30.96%
Holding current value
$972,768
Previous $739,000
35.45%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
539Shares Held
215MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio