Summit Financial, LLC Spdr Portfolio Intermediate Te Transaction History
Summit Financial, LLC
- $2.54 Billion
- Q3 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 166,559 shares of SPIB stock, worth $5.5 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
166,559
Previous 79,143
110.45%
Holding current value
$5.5 Million
Previous $2.58 Million
117.93%
% of portfolio
0.22%
Previous 0.12%
Shares
4 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