Epg Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 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 143 shares of SPIB stock, worth $4,710. This represents 0.0% of its overall portfolio holdings.
Number of Shares
143
Previous 0
Infinity%
Holding current value
$4,710
Previous $0
Infinity%
% of portfolio
0.0%
Previous 100.0%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
557Shares Held
219MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio