Venture Visionary Partners LLC Spdr Portfolio Intermediate Te Transaction History

Venture Visionary Partners LLC

$2.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$36.52 - $36.95 $6,135 - $6,207	-168 Reduced 0.91%	18,254 $666,000
Q2 2021 Aug 05, 2021	SELL	$36.19 - $36.73 $36,226 - $36,766	-1,001 Reduced 5.15%	18,422 $676,000
Q1 2021 Apr 27, 2021	SELL	$36.13 - $37.14 $56,832 - $58,421	-1,573 Reduced 7.49%	19,423 $704,000
Q4 2020 Jan 27, 2021	SELL	$36.68 - $37.18 $26,262 - $26,620	-716 Reduced 3.3%	20,996 $780,000
Q3 2020 Oct 22, 2020	SELL	$36.54 - $37.05 $2,082 - $2,111	-57 Reduced 0.26%	21,712 $798,000
Q2 2020 Aug 11, 2020	SELL	$33.74 - $36.53 $463,756 - $502,104	-13,745 Reduced 38.7%	21,769 $795,000
Q1 2020 May 07, 2020	SELL	$30.81 - $36.22 $101,180 - $118,946	-3,284 Reduced 8.46%	35,514 $1.21 Million
Q4 2019 Feb 06, 2020	BUY	$35.06 - $35.42 $1.36 Million - $1.37 Million	38,798 New	38,798 $1.37 Million

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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