Cypress Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 2024
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cypress Financial Planning LLC holds 10,656 shares of SPIB stock, worth $350,795. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,656
Previous 13,095
18.63%
Holding current value
$350,795
Previous $426,000
15.73%
% of portfolio
0.13%
Previous 0.18%
Shares
10 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