Atticus Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Atticus Wealth Management, LLC
- $294 Million
- Q4 2024
A detailed history of Atticus Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 32,796 shares of SPIB stock, worth $1.08 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
32,796
Previous 38,930
15.76%
Holding current value
$1.08 Million
Previous $1.31 Million
18.14%
% of portfolio
0.37%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
551Shares Held
219MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio