Kwb Wealth Spdr Ser Tr Spdr Portfolio Tip Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Kwb Wealth holds 18,357 shares of SPIP stock, worth $467,185. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,357
Previous 25,431
27.82%
Holding current value
$467,185
Previous $668,000
30.54%
% of portfolio
0.06%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding SPIP
# of Institutions
231Shares Held
21.4MCall Options Held
25.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.6MShares$91.7 Million0.02% of portfolio
-
State Street Corp Boston, MA1.86MShares$47.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$36 Million0.02% of portfolio
-
Pure Financial Advisors, LLC1.14MShares$29.1 Million0.68% of portfolio
-
Cerity Partners LLC New York, NY889KShares$22.6 Million0.05% of portfolio