Private Wealth Group, LLC Spdr Portfolio Intermediate Te Transaction History
Private Wealth Group, LLC
- $165 Million
- Q1 2025
A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Private Wealth Group, LLC holds 14,009 shares of SPIB stock, worth $465,939. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,009Holding current value
$465,939% of portfolio
0.28%Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
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Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
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D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio