Forza Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 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 $610,644. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,510
Previous 18,510
-0.0%
Holding current value
$610,644
Previous $624 Million
2.82%
% of portfolio
0.28%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
559Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio