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 $265,628. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,064
Previous 8,064
-0.0%
Holding current value
$265,628
Previous $263,000
3.42%
% of portfolio
0.02%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
557Shares Held
219MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio