Altus Wealth Group LLC Spdr Portfolio Intermediate Te Transaction History
Altus Wealth Group LLC
- $229 Million
- Q3 2024
A detailed history of Altus Wealth Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Altus Wealth Group LLC holds 22,484 shares of SPIB stock, worth $731,629. This represents 0.33% of its overall portfolio holdings.
Number of Shares
22,484
Previous 17,530
28.26%
Holding current value
$731,629
Previous $570,000
32.81%
% of portfolio
0.33%
Previous 0.29%
Shares
3 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$1.45 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$226 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$164 Million0.04% of portfolio