Cyndeo Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,209 shares of SPIB stock, worth $239,266. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,209
Previous 9,301
22.49%
Holding current value
$239,266
Previous $313,000
24.6%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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