Fonville Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Fonville Wealth Management LLC
- $226 Billion
- Q1 2024
A detailed history of Fonville Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Fonville Wealth Management LLC holds 6,610 shares of SPIB stock, worth $216,014. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,610
Previous 6,610
-0.0%
Holding current value
$216,014
Previous $217 Million
0.43%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
513Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$958 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$517 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$408 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio