Mgo Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Mgo Private Wealth, LLC
- $139 Million
- Q3 2024
A detailed history of Mgo Private Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 53,739 shares of SPIB stock, worth $1.77 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
53,739
Previous 52,388
2.58%
Holding current value
$1.77 Million
Previous $1.71 Million
6.22%
% of portfolio
1.31%
Previous 1.08%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
558Shares 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
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio