Napa Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Napa Wealth Management holds 10,581 shares of SPIP stock, worth $277,962. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,581
Previous 21,291
50.3%
Holding current value
$277,962
Previous $560 Million
52.14%
% of portfolio
0.12%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SPIP
# of Institutions
248Shares Held
23.6MCall Options Held
11.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.49MShares$91.6 Million0.02% of portfolio
-
State Street Corp Boston, MA1.85MShares$48.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$40.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$31 Million0.0% of portfolio
-
Pure Financial Advisors, LLC1.14MShares$30.1 Million0.68% of portfolio