Private Wealth Management Group, LLC Spdr Portfolio Intermediate Te Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 10,512 shares of SPIB stock, worth $347,947. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,512
Previous 10,492
0.19%
Holding current value
$347,947
Previous $344 Million
1.66%
% of portfolio
0.13%
Previous 0.13%
Shares
6 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
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio