Iams Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,274 shares of SPIB stock, worth $336,370. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,274Holding current value
$336,370% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
578Shares Held
228MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.42 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.25 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$314 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$169 Million1.4% of portfolio