Strategic Planning Group, LLC Spdr Portfolio Intermediate Te Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Strategic Planning Group, LLC holds 142,759 shares of SPIB stock, worth $4.7 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
142,759
Previous 95,322
49.77%
Holding current value
$4.7 Million
Previous $3.1 Billion
55.05%
% of portfolio
0.95%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
521Shares Held
208MCall Options Held
0Put 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$332 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