Golden State Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 49,457 shares of SPIB stock, worth $1.63 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
49,457Holding current value
$1.63 Million% of portfolio
0.24%Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
566Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio