Cornerstone Planning Group LLC Spdr Portfolio Intermediate Te Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,199 shares of SPIB stock, worth $72,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,199
Previous 2,220
0.95%
Holding current value
$72,435
Previous $73.6 Million
1.48%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
557Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio