Forza Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forza Wealth Management, LLC holds 18,510 shares of SPIB stock, worth $605,462. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,510
Previous 18,510
-0.0%
Holding current value
$605,462
Previous $603 Million
3.53%
% of portfolio
0.29%
Previous 0.31%
Shares
3 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$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio