Wr Wealth Planners, LLC Spdr Portfolio Intermediate Te Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 52,572 shares of SPIB stock, worth $1.77 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
52,572
Previous 47,252
11.26%
Holding current value
$1.77 Million
Previous $1.54 Million
10.82%
% of portfolio
0.54%
Previous 0.49%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio