Slate Stone Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Slate Stone Wealth, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Slate Stone Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 8,064 shares of SPIB stock, worth $266,353. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,064
Previous 8,064
-0.0%
Holding current value
$266,353
Previous $263,000
3.42%
% of portfolio
0.02%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio