Willow Creek Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 631,336 shares of SPIB stock, worth $21 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
631,336
Previous 500,602
26.12%
Holding current value
$21 Million
Previous $16.4 Million
25.85%
% of portfolio
2.19%
Previous 2.1%
Shares
23 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio