Kingsview Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Kingsview Wealth Management, LLC
- $4.73 Billion
- Q1 2025
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 35,534 shares of SPIB stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,534
Previous 30,762
15.51%
Holding current value
$1.18 Million
Previous $1.01 Million
17.28%
% of portfolio
0.02%
Previous 0.02%
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$1.39 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