Castleview Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Castleview Partners, LLC holds 4,172 shares of SPIB stock, worth $136,883. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,172
Previous 717
481.87%
Holding current value
$136,883
Previous $23,000
491.3%
% of portfolio
0.09%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
542Shares Held
217MCall 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$331 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