Mission Wealth Management, LP Spdr Portfolio Intermediate Te Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mission Wealth Management, LP holds 532,836 shares of SPIB stock, worth $17.6 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
532,836
Previous 3,375,858
84.22%
Holding current value
$17.6 Million
Previous $111 Million
83.99%
% of portfolio
0.44%
Previous 2.61%
Shares
32 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio