Private Wealth Management Group, LLC Spdr Portfolio Intermediate Te Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
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 10,492 shares of SPIB stock, worth $347,390. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,492
Previous 11,179
6.15%
Holding current value
$347,390
Previous $377 Million
8.79%
% of portfolio
0.13%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio