Geo Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,436 shares of SPIB stock, worth $112,872. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,436
Previous 3,604
4.66%
Holding current value
$112,872
Previous $117,000
1.71%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
549Shares Held
219MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio