Fonville Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 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 6,580 shares of SPIB stock, worth $216,745. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,580
Previous 6,610
0.45%
Holding current value
$216,745
Previous $223 Million
3.26%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
594Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio