Lumature Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$32.03 - $34.08 $1,441 - $1,533	45 New	45 $1,000

Others Institutions Holding SPIB

# of Institutions

595

Shares Held

243M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.44 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.3M
Shares

$1.27 Billion
0.53% of portfolio
Envestnet Asset Management Inc

9.58M
Shares

$317 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.83M
Shares

$226 Million
0.22% of portfolio
Morgan Stanley New York, NY

5.5M
Shares

$182 Million
0.01% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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