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 $2.39 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
72,021
Previous 58,003
24.17%
Holding current value
$2.39 Million
Previous $1.89 Million
28.55%
% of portfolio
0.45%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio