Obsidian Personal Planning Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 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 748,091 shares of SPIB stock, worth $24.8 Million. This represents 12.48% of its overall portfolio holdings.
Number of Shares
748,091
Previous 723,132
3.45%
Holding current value
$24.8 Million
Previous $24.4 Million
0.54%
% of portfolio
12.48%
Previous 12.04%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio