Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 57,836 shares of SPIB stock, worth $1.88 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
57,836
Previous 52,814
9.51%
Holding current value
$1.88 Million
Previous $1.73 Billion
99.89%
% of portfolio
1.62%
Previous 1.6%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
511Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio