Summit Financial, LLC Spdr Portfolio Intermediate Te Transaction History
Summit Financial, LLC
- $1.68 Billion
- Q1 2024
A detailed history of Summit Financial, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Summit Financial, LLC holds 78,527 shares of SPIB stock, worth $2.56 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
78,527
Previous 74,349
5.62%
Holding current value
$2.56 Million
Previous $2.44 Million
5.2%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
511Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio