Alliance Wealth Management Group Spdr Portfolio Intermediate Te Transaction History
Alliance Wealth Management Group
- $385 Million
- Q3 2024
A detailed history of Alliance Wealth Management Group transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Alliance Wealth Management Group holds 104,380 shares of SPIB stock, worth $3.42 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
104,380
Previous 95,085
9.78%
Holding current value
$3.42 Million
Previous $3.1 Million
13.67%
% of portfolio
0.91%
Previous 0.86%
Shares
27 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% 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
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio