Oak Harbor Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Oak Harbor Wealth Partners, LLC

$321 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	N/A	-600 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	N/A	600 New	600 $22,000

Others Institutions Holding SPIB

# of Institutions

511

Shares Held

208M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$955 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$515 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$407 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$278 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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