Kingsview Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 30,762 shares of SPIB stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,762
Previous 45,520
32.42%
Holding current value
$1.02 Million
Previous $1.53 Million
34.35%
% of portfolio
0.02%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SPIB
# of Institutions
611Shares Held
246MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio