Moneta Group Investment Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-10,305 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	10,217 Added 11610.23%	10,305 $343,000
Q2 2018 Aug 14, 2018	BUY	N/A	88 New	88 $3,000

Others Institutions Holding SPIB

# of Institutions

534

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

$333 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

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