Integrated Wealth Concepts LLC Spdr Portfolio Intermediate Te Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 115,303 shares of SPIB stock, worth $3.77 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
115,303
Previous 119,105
3.19%
Holding current value
$3.77 Million
Previous $3.88 Million
0.21%
% of portfolio
0.05%
Previous 0.06%
Shares
24 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$331 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