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 $4,680. This represents 0.0% of its overall portfolio holdings.
Number of Shares
143
Previous 0
Infinity%
Holding current value
$4,680
Previous $0
Infinity%
% of portfolio
0.0%
Previous 100.0%
Shares
15 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$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio