First Heartland Consultants, Inc. Spdr Portfolio Intermediate Te Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$35.97 - $36.6 $2.61 Million - $2.65 Million	-72,491 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$36.52 - $36.95 $223,173 - $225,801	6,111 Added 9.21%	72,491 $2.65 Million
Q2 2021 Aug 16, 2021	SELL	$36.19 - $36.73 $234,402 - $237,900	-6,477 Reduced 8.89%	66,380 $2.44 Million
Q1 2021 May 17, 2021	SELL	$36.13 - $37.14 $6.38 Million - $6.55 Million	-176,458 Reduced 70.78%	72,857 $2.64 Million
Q4 2020 Jan 29, 2021	BUY	$36.68 - $37.18 $1.53 Million - $1.55 Million	41,790 Added 20.14%	249,315 $9.27 Million
Q3 2020 Oct 21, 2020	BUY	$36.54 - $37.05 $470,160 - $476,722	12,867 Added 6.61%	207,525 $7.63 Million
Q2 2020 Jul 16, 2020	BUY	$33.74 - $36.53 $6.57 Million - $7.11 Million	194,658 New	194,658 $7.11 Million

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

About SPDR PORTFOLIO INTERMEDIATE TE

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