Mgo One Seven LLC Spdr Portfolio Intermediate Te Transaction History

Mgo One Seven LLC

$2.26 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$32.03 - $34.08 $1.02 Million - $1.08 Million	-31,786 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$33.91 - $36.04 $7,426 - $7,892	219 Added 0.69%	31,786 $1.09 Million
Q4 2021 Feb 09, 2022	BUY	$35.97 - $36.6 $161,073 - $163,894	4,478 Added 16.53%	31,567 $1.14 Million
Q3 2021 Nov 09, 2021	SELL	$36.52 - $36.95 $19,282 - $19,509	-528 Reduced 1.91%	27,089 $983,000
Q2 2021 Jul 29, 2021	BUY	$36.19 - $36.73 $689,564 - $699,853	19,054 Added 222.52%	27,617 $1.01 Million
Q1 2021 Apr 29, 2021	BUY	$36.13 - $37.14 $309,381 - $318,029	8,563 New	8,563 $310,000
Q1 2019 Apr 09, 2019	SELL	N/A	-50 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	N/A	50 New	50 $1,000

Others Institutions Holding SPIB

# of Institutions

529

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$332 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgo One Seven LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo One Seven LLC with notifications on news.