Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Intermediate Te Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 205,490 shares of SPIB stock, worth $6.79 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
205,490
Previous 225,822
9.0%
Holding current value
$6.79 Million
Previous $7.35 Million
5.78%
% of portfolio
0.2%
Previous 0.22%
Shares
29 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$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio