Rosenberg Matthew Hamilton Spdr Portfolio Intermediate Te Transaction History
Rosenberg Matthew Hamilton
- $396 Million
- Q1 2025
A detailed history of Rosenberg Matthew Hamilton transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 9,010 shares of SPIB stock, worth $301,744. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,010
Previous 6,803
32.44%
Holding current value
$301,744
Previous $222,000
34.68%
% of portfolio
0.08%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio