High Net Worth Advisory Group LLC Spdr Portfolio Intermediate Te Transaction History

High Net Worth Advisory Group LLC

$334 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$31.02 - $32.36 $2,171 - $2,265	-70 Reduced 84.34%	13 $0
Q3 2022 Oct 24, 2022	BUY	N/A	70 Added 538.46%	83 $3,000
Q4 2021 Apr 27, 2022	BUY	N/A	13 New	13 $0

Others Institutions Holding SPIB

# of Institutions

514

Shares Held

209M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$961 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$519 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$409 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$279 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.