Wealth Trak Capital Management LLC Spdr Portfolio Intermediate Te Transaction History
Wealth Trak Capital Management LLC
- $118 Billion
- Q4 2024
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 12,727 shares of SPIB stock, worth $416,681. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,727Holding current value
$416,681% of portfolio
0.35%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 Inc10.1MShares$331 Million0.11% 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