Gateway Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Gateway Wealth Partners, LLC
- $445 Billion
- Q1 2025
A detailed history of Gateway Wealth Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 89,765 shares of SPIB stock, worth $3.01 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
89,765
Previous 82,384
8.96%
Holding current value
$3.01 Million
Previous $2.7 Billion
10.56%
% of portfolio
0.67%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio