Iron Horse Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Iron Horse Wealth Management, LLC
- $295 Million
- Q1 2025
A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 2,511 shares of SPIB stock, worth $83,114. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,511
Previous 2,424
3.59%
Holding current value
$83,114
Previous $79,000
5.06%
% of portfolio
0.03%
Previous 0.03%
Shares
17 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio