Drive Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,369 shares of SPIB stock, worth $276,930. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,369
Previous 9,053
7.56%
Holding current value
$276,930
Previous $295,000
7.8%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
522Shares Held
198MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio