Wmg Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Wmg Financial Advisors, LLC
- $246 Million
- Q2 2025
A detailed history of Wmg Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 13,103 shares of SPIB stock, worth $443,274. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,103
Previous 11,067
18.4%
Holding current value
$443,274
Previous $367,000
19.62%
% of portfolio
0.18%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
259MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$987 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$439 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$332 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$234 Million0.2% of portfolio