Forum Private Client Group LLC Spdr Portfolio Intermediate Te Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q3 2024
A detailed history of Forum Private Client Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forum Private Client Group LLC holds 119,099 shares of SPIB stock, worth $3.88 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
119,099
Previous 111,244
7.06%
Holding current value
$3.88 Million
Previous $3.62 Billion
10.84%
% of portfolio
1.78%
Previous 1.72%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.45 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$329 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$226 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$164 Million0.04% of portfolio