Ica Group Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 699 shares of SPIB stock, worth $23,248. This represents 0.01% of its overall portfolio holdings.
Number of Shares
699
Previous 23,504
97.03%
Holding current value
$23,248
Previous $768,000
97.14%
% of portfolio
0.01%
Previous 0.16%
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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio