Marion Wealth Management Spdr Portfolio Intermediate Te Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
A detailed history of Marion Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Marion Wealth Management holds 25,943 shares of SPIB stock, worth $863,901. This represents 0.23% of its overall portfolio holdings.
Number of Shares
25,943
Previous 25,420
2.06%
Holding current value
$863,901
Previous $856,000
0.82%
% of portfolio
0.23%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall 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 Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio