Financial Architects, Inc Spdr Portfolio Intermediate Te Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 03, 2018	SELL	N/A	-365 Closed	0 $0
Q1 2018 Apr 23, 2018	SELL	N/A	-1,087 Reduced 74.86%	365 $12,000
Q4 2017 Feb 12, 2018	BUY	N/A	1,452	1,452 $49,000

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

$1.48 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

$335 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$230 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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