Cypress Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cypress Financial Planning LLC holds 10,349 shares of SPIB stock, worth $340,378. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,349
Previous 10,692
3.21%
Holding current value
$340,378
Previous $350,000
2.0%
% of portfolio
0.12%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$315 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio