Epg Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Epg Wealth Management LLC holds 145 shares of SPIB stock, worth $4,792. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 143
1.4%
Holding current value
$4,792
Previous $4.82 Million
1.39%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio