Verus Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Verus Wealth Management, LLC
- $91.3 Billion
- Q1 2025
A detailed history of Verus Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Verus Wealth Management, LLC holds 40,983 shares of SPIB stock, worth $1.36 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
40,983
Previous 34,918
17.37%
Holding current value
$1.36 Million
Previous $1.14 Billion
19.09%
% of portfolio
1.49%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio