Western Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Western Wealth Management, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Western Wealth Management, LLC holds 92,405 shares of SPIB stock, worth $3.04 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
92,405
Previous 80,575
14.68%
Holding current value
$3.04 Million
Previous $2.63 Million
14.24%
% of portfolio
0.23%
Previous 0.21%
Shares
22 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
199MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$290 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$195 Million0.05% of portfolio