Iag Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$32.02 - $32.68 $224 - $228	7 New	7 $0
Q2 2023 Aug 10, 2023	BUY	$31.95 - $32.66 $165,501 - $169,178	5,180 New	5,180 $166,000

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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