Elser Financial Planning, Inc Spdr Portfolio Intermediate Te Transaction History

Elser Financial Planning, Inc

$68.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$32.02 - $32.68 $267,270 - $272,779	8,347 New	8,347 $272 Million

Others Institutions Holding SPIB

# of Institutions

519

Shares Held

202M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.43 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.07 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$332 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$195 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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