Leslie Global Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Leslie Global Wealth, LLC
- $215 Billion
- Q4 2024
A detailed history of Leslie Global Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Leslie Global Wealth, LLC holds 149,640 shares of SPIB stock, worth $4.97 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
149,640
Previous 105,000
42.51%
Holding current value
$4.97 Million
Previous $3.54 Billion
38.5%
% of portfolio
2.28%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares 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