Pds Planning, Inc Spdr Portfolio Intermediate Te Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
A detailed history of Pds Planning, Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Pds Planning, Inc holds 9,903 shares of SPIB stock, worth $329,769. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,903
Previous 10,124
2.18%
Holding current value
$329,769
Previous $341,000
4.99%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 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