Napa Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History
Napa Wealth Management
- $211 Billion
- Q3 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 21,291 shares of SPIP stock, worth $544,623. This represents 0.26% of its overall portfolio holdings.
Number of Shares
21,291
Previous 26,827
20.64%
Holding current value
$544,623
Previous $682 Million
17.95%
% of portfolio
0.26%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SPIP
# of Institutions
230Shares Held
21.5MCall Options Held
25.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.6MShares$92.2 Million0.02% of portfolio
-
State Street Corp Boston, MA1.86MShares$47.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$36.2 Million0.02% of portfolio
-
Pure Financial Advisors, LLC1.16MShares$29.7 Million0.76% of portfolio
-
Cerity Partners LLC New York, NY889KShares$22.7 Million0.05% of portfolio