Bogart Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,391 shares of SPIB stock, worth $45,736. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,391
Previous 92
1411.96%
Holding current value
$45,736
Previous $3,000
1400.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
562Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 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
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio