Cypress Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
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 10,692 shares of SPIB stock, worth $355,295. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,692
Previous 10,656
0.34%
Holding current value
$355,295
Previous $359,000
2.51%
% of portfolio
0.13%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares 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$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