Jpl Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Jpl Wealth Management, LLC
- $255 Billion
- Q1 2025
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 23,771 shares of SPIB stock, worth $790,623. This represents 0.3% of its overall portfolio holdings.
Number of Shares
23,771
Previous 55,046
56.82%
Holding current value
$790,623
Previous $1.8 Billion
56.91%
% of portfolio
0.3%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares 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