Mgb Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Mgb Wealth Management, LLC
- $276 Billion
- Q1 2025
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 26,790 shares of SPIB stock, worth $891,035. This represents 0.32% of its overall portfolio holdings.
Number of Shares
26,790
Previous 17,395
54.01%
Holding current value
$891,035
Previous $570 Million
56.09%
% of portfolio
0.32%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio