Cyndeo Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,209 shares of SPIB stock, worth $237,464. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,209
Previous 9,301
22.49%
Holding current value
$237,464
Previous $313,000
24.6%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
557Shares Held
219MCall 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