Geo Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Geo Wealth Management, LLC holds 13,196 shares of SPIB stock, worth $438,898. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,196
Previous 84,088
84.31%
Holding current value
$438,898
Previous $2.75 Million
84.1%
% of portfolio
0.02%
Previous 0.09%
Shares
10 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