Wealthpoint, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
4 transactions
Others Institutions Holding SPIP
# of Institutions
248Shares Held
24.5MCall Options Held
11.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.49MShares$90.8 Million0.02% of portfolio
-
State Street Corp Boston, MA1.85MShares$48.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$40.3 Million0.02% of portfolio
-
Silver Oak Securities, Inc Jackson, TN1.27MShares$33 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$30.8 Million0.0% of portfolio