Collaborative Wealth Managment Inc. Spdr Portfolio Intermediate Te Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 31,910 shares of SPIB stock, worth $1.05 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
31,910
Previous 29,882
6.79%
Holding current value
$1.05 Million
Previous $1.01 Million
3.77%
% of portfolio
0.49%
Previous 0.47%
Shares
13 transactions
Others Institutions Holding SPIB
# of Institutions
600Shares 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$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio