Bartlett & Co. Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 172,720 shares of SPIB stock, worth $5.74 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
172,720
Previous 162,235
6.46%
Holding current value
$5.74 Million
Previous $5.47 Billion
3.46%
% of portfolio
0.08%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding SPIB
# of Institutions
597Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio