Wealth Plan Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$31.95 - $32.66 $4,760 - $4,866
-149 Reduced 78.01%
42 $1.35 Million
Q1 2023

May 10, 2023
BUY
$31.67 - $32.83 $6,048 - $6,270
191 New
191 $6.21 Million
Q4 2020

Feb 09, 2021
SELL
$36.68 - $37.18 $508,384 - $515,314
-13,860 Closed
0 $0
Q3 2020

Dec 18, 2020
SELL
$36.54 - $37.05 $34,091 - $34,567
-933 Reduced 6.31%
13,860 $510,000
Q2 2020

Aug 19, 2020
BUY
$33.74 - $36.53 $45,683 - $49,461
1,354 Added 10.08%
14,793 $545,000
Q1 2020

May 15, 2020
BUY
$30.81 - $36.22 $91,567 - $107,645
2,972 Added 28.39%
13,439 $474,000
Q4 2019

Feb 14, 2020
SELL
$35.06 - $35.42 $20,475 - $20,685
-584 Reduced 5.28%
10,467 $374,000
Q3 2019

Nov 15, 2019
BUY
$34.9 - $35.28 $86,761 - $87,706
2,486 Added 29.03%
11,051 $388,000
Q2 2019

Aug 19, 2019
SELL
N/A
-386 Reduced 4.31%
8,565 $300,000
Q1 2019

May 16, 2019
SELL
N/A
-578 Reduced 6.07%
8,951 $306,000
Q4 2018

Feb 20, 2019
BUY
N/A
829 Added 9.53%
9,529 $321,000
Q3 2018

Nov 21, 2018
BUY
N/A
8,700 New
8,700 $286,000

Others Institutions Holding SPIB

# of Institutions
590
Shares Held
236M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
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More about SPIB
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