Wfa Of San Diego, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Wfa Of San Diego, LLC
- $109 Million
- Q2 2024
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,785 shares of SPIP stock, worth $46,945. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,785
Previous 2,275
21.54%
Holding current value
$46,945
Previous $56,000
19.64%
% of portfolio
0.04%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding SPIP
# of Institutions
240Shares Held
25.7MCall Options Held
4.5KPut Options Held
4K-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$99.1 Million0.02% of portfolio
-
State Street Corp Boston, MA1.97MShares$51.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.62MShares$42.7 Million0.02% of portfolio
-
Great Valley Advisor Group, Inc.1.34MShares$35.3 Million0.99% of portfolio
-
Pure Financial Advisors, LLC1.18MShares$31 Million0.85% of portfolio