Creative One Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Creative One Wealth, LLC holds 39,733 shares of SPIB stock, worth $1.32 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,733
Previous 29,721
33.69%
Holding current value
$1.32 Million
Previous $1 Million
29.97%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
599Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 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