Outlook Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 6,222 shares of SPIB stock, worth $206,570. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,222
Previous 11,663
46.65%
Holding current value
$206,570
Previous $382,000
46.07%
% of portfolio
0.07%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
608Shares Held
244MCall 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