Jpl Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
A detailed history of Jpl Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 55,046 shares of SPIB stock, worth $1.82 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
55,046
Previous 19,492
182.4%
Holding current value
$1.82 Million
Previous $635 Million
184.14%
% of portfolio
0.52%
Previous 0.31%
Shares
3 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