Roundview Capital LLC Spdr Portfolio Intermediate Te Transaction History
Roundview Capital LLC
- $1.4 Billion
- Q4 2024
A detailed history of Roundview Capital LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Roundview Capital LLC holds 226,606 shares of SPIB stock, worth $7.49 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
226,606
Previous 200,318
13.12%
Holding current value
$7.49 Million
Previous $6.75 Million
9.94%
% of portfolio
0.53%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares 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