Mascoma Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History

Mascoma Wealth Management LLC

$376 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	BUY	$32.03 - $34.08 $92,726 - $98,661	2,895 Added 217.83%	4,224 $138,000
Q1 2022 Apr 25, 2022	BUY	$33.91 - $36.04 $45,066 - $47,897	1,329 New	1,329 $45,000

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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