Modern Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,666 shares of SPIB stock, worth $383,344. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,666Holding current value
$383,344% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio