Northern Oak Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History
Northern Oak Wealth Management Inc
- $857 Million
- Q3 2024
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 9,957 shares of SPIB stock, worth $327,784. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,957
Previous 9,789
1.72%
Holding current value
$327,784
Previous $318,000
5.35%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio