Mgo Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Mgo Private Wealth, LLC
- $158 Million
- Q2 2024
A detailed history of Mgo Private Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 52,388 shares of SPIB stock, worth $1.72 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
52,388
Previous 54,420
3.73%
Holding current value
$1.72 Million
Previous $1.78 Million
4.11%
% of portfolio
1.08%
Previous 1.12%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
200MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$290 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$195 Million0.05% of portfolio