Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio Intermediate Te Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 228,763 shares of SPIB stock, worth $7.62 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
228,763
Previous 205,490
11.33%
Holding current value
$7.62 Million
Previous $6.93 Million
8.19%
% of portfolio
0.21%
Previous 0.2%
Shares
30 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