Pds Planning, Inc Spdr Portfolio Intermediate Te Transaction History
Pds Planning, Inc
- $1.1 Billion
- Q3 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 10,124 shares of SPIB stock, worth $331,358. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,124
Previous 9,236
9.61%
Holding current value
$331,358
Previous $300,000
13.67%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio