Gen Trust, LLC Spdr Portfolio Intermediate Te Transaction History
Gen Trust, LLC
- $2.06 Billion
- Q1 2025
A detailed history of Gen Trust, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gen Trust, LLC holds 62,587 shares of SPIB stock, worth $2.08 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
62,587
Previous 656,583
90.47%
Holding current value
$2.08 Million
Previous $21.5 Million
90.33%
% of portfolio
0.1%
Previous 0.96%
Shares
15 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