Forza Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Forza Wealth Management, LLC
- $222 Billion
- Q1 2025
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forza Wealth Management, LLC holds 18,510 shares of SPIB stock, worth $615,642. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,510
Previous 18,510
-0.0%
Holding current value
$615,642
Previous $606 Million
1.47%
% of portfolio
0.28%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio