Kowal Investment Group, LLC Spdr Portfolio Intermediate Te Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kowal Investment Group, LLC holds 72,021 shares of SPIB stock, worth $2.36 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
72,021
Previous 58,003
24.17%
Holding current value
$2.36 Million
Previous $1.89 Million
28.55%
% of portfolio
0.45%
Previous 0.38%
Shares
11 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