Forza Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Forza Wealth Management, LLC
- $192 Billion
- Q1 2024
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 $604,906. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,510
Previous 18,510
-0.0%
Holding current value
$604,906
Previous $608 Million
0.43%
% of portfolio
0.31%
Previous 0.34%
Shares
3 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