Fourth Dimension Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Fourth Dimension Wealth, LLC
- $207 Billion
- Q1 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 80,824 shares of SPIB stock, worth $2.69 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
80,824
Previous 56,137
43.98%
Holding current value
$2.69 Million
Previous $1.84 Billion
45.95%
% of portfolio
1.3%
Previous 0.96%
Shares
2 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