Impact Partnership Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Impact Partnership Wealth, LLC
- $443 Billion
- Q3 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 107,419 shares of SPIB stock, worth $3.54 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
107,419
Previous 86,890
23.63%
Holding current value
$3.54 Million
Previous $2.83 Billion
27.99%
% of portfolio
0.82%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio