Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
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 84,161 shares of SPIB stock, worth $2.8 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
84,161
Previous 81,098
3.78%
Holding current value
$2.8 Million
Previous $2.73 Million
0.84%
% of portfolio
2.46%
Previous 2.23%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares 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$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 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