Iams Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,274 shares of SPIB stock, worth $339,247. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,274Holding current value
$339,247% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
600Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio