Legacy Capital Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
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 $419,920. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,614
Previous 12,614
-0.0%
Holding current value
$419,920
Previous $413,000
1.45%
% of portfolio
0.1%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio