Wmg Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 2024
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 8,404 shares of SPIB stock, worth $279,012. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,404
Previous 8,055
4.33%
Holding current value
$279,012
Previous $271,000
1.48%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
609Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio