Essex Savings Bank Spdr Portfolio Intermediate Te Transaction History

Essex Savings Bank

$398 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$34.9 - $35.28 $171,673 - $173,542	-4,919 Closed	0 $0
Q2 2019 Aug 09, 2019	SELL	N/A	-100 Reduced 1.99%	4,919 $172,000
Q4 2018 Feb 01, 2019	BUY	N/A	5,019 New	5,019 $166,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

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