Paulson Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History

Paulson Wealth Management Inc.

$338 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 24, 2019	SELL	N/A	-60,025 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	41,870 Added 230.63%	60,025 $2 Million
Q3 2018 Oct 26, 2018	BUY	N/A	18,155 New	18,155 $599,000

Others Institutions Holding SPIB

# of Institutions

513

Shares Held

208M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$958 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$517 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$408 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$278 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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