Executive Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Executive Wealth Management, LLC holds 10,444 shares of SPIB stock, worth $342,145. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,444
Previous 10,444
-0.0%
Holding current value
$342,145
Previous $352,000
-0.0%
% of portfolio
0.03%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
535Shares 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$1.15 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