Epg Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Epg Wealth Management LLC
- $359 Billion
- Q1 2025
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 126 shares of SPIB stock, worth $4,170. This represents 0.0% of its overall portfolio holdings.
Number of Shares
126
Previous 145
13.1%
Holding current value
$4,170
Previous $4.75 Million
11.88%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio