Legacy Capital Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 12,614 shares of SPIB stock, worth $415,505. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,614Holding current value
$415,505% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
559Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio