Dodds Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Dodds Wealth, LLC
- $256 Billion
- Q2 2024
A detailed history of Dodds Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dodds Wealth, LLC holds 1,304,848 shares of SPIB stock, worth $44.1 Million. This represents 16.64% of its overall portfolio holdings.
Number of Shares
1,304,848
Previous 1,268,225
2.89%
Holding current value
$44.1 Million
Previous $41.5 Billion
2.82%
% of portfolio
16.64%
Previous 16.86%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.47 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.1 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$298 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$242 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$200 Million0.05% of portfolio