Marion Wealth Management Spdr Portfolio Intermediate Te Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Marion Wealth Management holds 23,297 shares of SPIB stock, worth $768,102. This represents 0.21% of its overall portfolio holdings.
Number of Shares
23,297
Previous 25,943
10.2%
Holding current value
$768,102
Previous $849,000
8.83%
% of portfolio
0.21%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio