Iht Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,200 shares of SPIB stock, worth $238,176. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,200
Previous 5,976
20.48%
Holding current value
$238,176
Previous $201,000
16.92%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio