Juncture Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 16,869 shares of SPIB stock, worth $551,447. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,869
Previous 16,865
0.02%
Holding current value
$551,447
Previous $553,000
0.36%
% of portfolio
0.24%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
512Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$959 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$517 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$408 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio