Legacy Capital Wealth Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 12,614 shares of SPIB stock, worth $418,784. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,614Holding current value
$418,784% of portfolio
0.09%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$318 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio