Horst & Graben Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History

Horst & Graben Wealth Management LLC

$536 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$35.97 - $36.6 $343,765 - $349,786	-9,557 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$36.52 - $36.95 $110,546 - $111,847	-3,027 Reduced 24.05%	9,557 $349,000
Q2 2021 Jul 20, 2021	SELL	$36.19 - $36.73 $571,078 - $579,599	-15,780 Reduced 55.63%	12,584 $462,000
Q1 2021 Apr 20, 2021	SELL	$36.13 - $37.14 $6.43 Million - $6.61 Million	-178,085 Reduced 86.26%	28,364 $1.03 Million
Q4 2020 Jan 12, 2021	BUY	$36.68 - $37.18 $596,673 - $604,807	16,267 Added 8.55%	206,449 $7.68 Million
Q3 2020 Oct 13, 2020	BUY	$36.54 - $37.05 $1.67 Million - $1.7 Million	45,832 Added 31.75%	190,182 $6.99 Million
Q2 2020 Jul 29, 2020	BUY	$33.74 - $36.53 $1.76 Million - $1.91 Million	52,305 Added 56.83%	144,350 $5.27 Million
Q1 2020 Jul 29, 2020	BUY	$30.81 - $36.22 $2.84 Million - $3.33 Million	92,045 New	92,045 $3.13 Million

Others Institutions Holding SPIB

# of Institutions

533

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$333 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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