Geo Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
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 84,088 shares of SPIB stock, worth $2.77 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
84,088
Previous 3,436
2347.26%
Holding current value
$2.77 Million
Previous $115,000
2294.78%
% of portfolio
0.09%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio