Legacy Cg, LLC Spdr Portfolio Intermediate Te Transaction History
Legacy Cg, LLC
- $233 Million
- Q3 2024
A detailed history of Legacy Cg, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Legacy Cg, LLC holds 112,319 shares of SPIB stock, worth $3.72 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
112,319
Previous 94,695
18.61%
Holding current value
$3.72 Million
Previous $3.08 Million
22.8%
% of portfolio
1.62%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.48 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$335 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$230 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio