Puff Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
A detailed history of Puff Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Puff Wealth Management, LLC holds 77,786 shares of SPIB stock, worth $2.57 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
77,786Holding current value
$2.57 Million% of portfolio
4.44%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
559Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio