Dodds Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Dodds Wealth, LLC
- $300 Billion
- Q3 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 1,337,410 shares of SPIB stock, worth $43.8 Million. This represents 14.85% of its overall portfolio holdings.
Number of Shares
1,337,410
Previous 1,304,848
2.5%
Holding current value
$43.8 Million
Previous $42.6 Billion
4.53%
% of portfolio
14.85%
Previous 16.64%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall 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