Flagship Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History

Flagship Private Wealth, LLC

$154 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	N/A	-1,337 Closed	0 $0
Q2 2021 Jul 09, 2021	SELL	N/A	-47,864 Reduced 97.28%	1,337 $49.2 Million
Q2 2021 Jul 09, 2021	BUY	N/A	48,440 Added 6365.31%	49,201 $0
Q4 2020 Feb 02, 2021	BUY	N/A	761 New	761 $0

Others Institutions Holding SPIB

# of Institutions

510

Shares Held

208M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$952 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$513 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$405 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$276 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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