Transatlantique Private Wealth LLC Spdr Portfolio Intermediate Te Transaction History
Transatlantique Private Wealth LLC
- $253 Million
- Q3 2024
A detailed history of Transatlantique Private Wealth LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Transatlantique Private Wealth LLC holds 113,571 shares of SPIB stock, worth $3.74 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
113,571
Previous 115,295
1.5%
Holding current value
$3.74 Million
Previous $3.75 Million
1.97%
% of portfolio
1.51%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares 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$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio