Northern Oak Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History
Northern Oak Wealth Management Inc
- $787 Million
- Q2 2025
A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 14,056 shares of SPIB stock, worth $470,735. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,056
Previous 10,373
35.51%
Holding current value
$470,735
Previous $344,000
37.21%
% of portfolio
0.06%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio