Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio Intermediate Te Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $94.7 Billion
- Q1 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 9,576 shares of SPIB stock, worth $316,965. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,576
Previous 11,342
15.57%
Holding current value
$316,965
Previous $372 Million
14.33%
% of portfolio
0.34%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio