Legacy Cg, LLC Spdr Portfolio Intermediate Te Transaction History
Legacy Cg, LLC
- $233 Million
- Q1 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 149,396 shares of SPIB stock, worth $4.97 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
149,396
Previous 142,829
4.6%
Holding current value
$4.97 Million
Previous $4.68 Million
6.11%
% of portfolio
2.13%
Previous 1.9%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
611Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio