Gps Wealth Strategies Group, LLC Spdr Portfolio Intermediate Te Transaction History
Gps Wealth Strategies Group, LLC
- $705 Million
- Q1 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 35,321 shares of SPIB stock, worth $1.17 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
35,321
Previous 45,876
23.01%
Holding current value
$1.17 Million
Previous $1.5 Million
21.9%
% of portfolio
0.17%
Previous 0.2%
Shares
13 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