Northern Oak Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History
Northern Oak Wealth Management Inc
- $788 Million
- Q4 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 10,352 shares of SPIB stock, worth $340,166. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,352
Previous 9,957
3.97%
Holding current value
$340,166
Previous $335,000
1.19%
% of portfolio
0.04%
Previous 0.04%
Shares
23 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio