Epg Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Epg Wealth Management LLC holds 145 shares of SPIB stock, worth $4,818. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 143
1.4%
Holding current value
$4,818
Previous $4.82 Million
1.39%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio