Executive Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Executive Wealth Management, LLC
- $494 Million
- Q2 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 11,236 shares of SPIB stock, worth $378,203. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,236
Previous 11,236
-0.0%
Holding current value
$378,203
Previous $365,000
-0.0%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio