Obsidian Personal Planning Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
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 723,132 shares of SPIB stock, worth $23.8 Million. This represents 12.04% of its overall portfolio holdings.
Number of Shares
723,132
Previous 276,469
161.56%
Holding current value
$23.8 Million
Previous $9 Million
170.81%
% of portfolio
12.04%
Previous 5.65%
Shares
3 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