Pacific Financial Group Inc Spdr Portfolio Intermediate Te Transaction History
Pacific Financial Group Inc
- $141 Million
- Q2 2024
A detailed history of Pacific Financial Group Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Pacific Financial Group Inc holds 78,987 shares of SPIB stock, worth $2.6 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
78,987
Previous 84,868
6.93%
Holding current value
$2.6 Million
Previous $2.77 Million
7.32%
% of portfolio
1.82%
Previous 1.91%
Shares
21 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
199MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$290 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$195 Million0.05% of portfolio