Gentry Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Gentry Private Wealth, LLC
- $114 Billion
- Q2 2024
A detailed history of Gentry Private Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 100,759 shares of SPIB stock, worth $3.39 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
100,759Holding current value
$3.39 Million% of portfolio
2.88%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
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Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
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Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio