Trinity Point Wealth, LLC Spdr Portfolio Intermediate Te Transaction History

Trinity Point Wealth, LLC

$689 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 07, 2019	SELL	N/A	-10,112 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	N/A	10,112 New	10,112 $334,000

Others Institutions Holding SPIB

# of Institutions

627

Shares Held

260M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

44.9M
Shares

$1.52 Billion
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

29.2M
Shares

$991 Million
0.18% of portfolio
Municipal Employees' Retirement System Of Michigan

13M
Shares

$440 Million
5.24% of portfolio
Envestnet Asset Management Inc

9.81M
Shares

$333 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.92M
Shares

$235 Million
0.2% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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