Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 53,767 shares of SPIB stock, worth $1.81 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
53,767
Previous 56,039
4.05%
Holding current value
$1.81 Million
Previous $1.88 Million
3.14%
% of portfolio
1.23%
Previous 1.36%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
637Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
-
Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
-
American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio