Obsidian Personal Planning Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Obsidian Personal Planning Solutions LLC
- $223 Million
- Q1 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 643,420 shares of SPIB stock, worth $21.3 Million. This represents 9.59% of its overall portfolio holdings.
Number of Shares
643,420
Previous 748,091
13.99%
Holding current value
$21.3 Million
Previous $24.5 Million
12.73%
% of portfolio
9.59%
Previous 12.48%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio