Forbes Financial Planning, Inc. Spdr Portfolio Intermediate Te Transaction History
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 226,382 shares of SPIB stock, worth $7.48 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
226,382
Previous 202,303
11.9%
Holding current value
$7.48 Million
Previous $6.82 Million
8.75%
% of portfolio
5.46%
Previous 4.91%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio