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 $855,340. This represents 0.23% of its overall portfolio holdings.
Number of Shares
25,943
Previous 25,420
2.06%
Holding current value
$855,340
Previous $856,000
0.82%
% of portfolio
0.23%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
554Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio