Fonville Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 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 $217,336. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,610
Previous 6,610
-0.0%
Holding current value
$217,336
Previous $215 Million
3.53%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
200MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$195 Million0.05% of portfolio