Western Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 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 99,047 shares of SPIB stock, worth $3.24 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
99,047
Previous 92,405
7.19%
Holding current value
$3.24 Million
Previous $3.01 Million
10.97%
% of portfolio
0.19%
Previous 0.23%
Shares
23 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$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio