Firethorn Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Firethorn Wealth Partners, LLC

$169 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$36.13 - $37.14 $827,340 - $850,468	-22,899 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$36.68 - $37.18 $839,935 - $851,384	22,899 New	22,899 $851,000

Others Institutions Holding SPIB

# of Institutions

527

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.46 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.09 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$297 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$241 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$199 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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