Legacy Cg, LLC Spdr Portfolio Intermediate Te Transaction History
Legacy Cg, LLC
- $236 Million
- Q2 2025
A detailed history of Legacy Cg, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Legacy Cg, LLC holds 171,156 shares of SPIB stock, worth $5.73 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
171,156
Previous 149,396
14.57%
Holding current value
$5.73 Million
Previous $4.97 Million
15.75%
% of portfolio
2.44%
Previous 2.13%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall 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$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio