Vericrest Private Wealth Spdr Portfolio Intermediate Te Transaction History
Vericrest Private Wealth
- $81.5 Million
- Q2 2022
A detailed history of Vericrest Private Wealth transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Vericrest Private Wealth holds 66,685 shares of SPIB stock, worth $2.2 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
66,685
Previous 66,428
0.39%
Holding current value
$2.2 Million
Previous $2.27 Million
4.1%
% of portfolio
2.67%
Previous 2.36%
Shares
3 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio