Golden State Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 55,361 shares of SPIB stock, worth $1.83 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
55,361
Previous 111,130
50.18%
Holding current value
$1.83 Million
Previous $3.69 Million
49730.17%
% of portfolio
0.27%
Previous 0.28%
Shares
7 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio