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 $46,167. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,391
Previous 92
1411.96%
Holding current value
$46,167
Previous $3,000
1400.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 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