Richard W. Paul & Associates, LLC Spdr Portfolio Intermediate Te Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 4,832 shares of SPIB stock, worth $160,374. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,832
Previous 1,300
271.69%
Holding current value
$160,374
Previous $43.8 Million
261.22%
% of portfolio
0.06%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall 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 Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio