Lake Point Wealth Management Spdr Portfolio Intermediate Te Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Lake Point Wealth Management holds 179 shares of SPIB stock, worth $5,903. This represents 0.0% of its overall portfolio holdings.
Number of Shares
179
Previous 118
51.69%
Holding current value
$5,903
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
566Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio