Drive Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,369 shares of SPIB stock, worth $279,524. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,369
Previous 9,053
7.56%
Holding current value
$279,524
Previous $295,000
7.8%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$295 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$239 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$198 Million0.05% of portfolio