Cornerstone Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 213,384 shares of SPIB stock, worth $6.98 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
213,384
Previous 195,810
8.98%
Holding current value
$6.98 Million
Previous $6.38 Million
12.83%
% of portfolio
0.52%
Previous 0.5%
Shares
24 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall 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$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio